PPCP Investment Process - Part 2 - Analysis of Performance and Preservation Metrics

PPCP process aims to deliver both Performance and Preservation.

More specifically, PPCP aims to deliver:

• most of the upside Performance during positive markets; and
• less of the downside returns in negative markets to achieve some Preservation of investors' capital. 

The attached PPCP Insight follows on from the Insight outlining the PPCP Process for selecting investments and portfolio construction, to evaluate the Performance and Preservation Metrics that PPCP has achieved to date.

PPCP Insights - PPCP Process - Part 2

All the best

Leo

PPCP's 3 year Performance to 30 April 2019

Hi

PPCP is pleased to announce its 3 year Performance to 30 April 2019.

PPCP 3 Year Performance to 30 April 2019

Key observations for the Market Long Fund are:

• 3 year annualised return of 17.90% pa, outperfoming the underlying index by 6.87% pa;
• Strong annual returns to April each year, outperforming the index in all 3 years;
• Significant cumulative total return over the 3 years of 63.87%, outperforming the underlying index by 27.02%
• Consistency in annual rolling returns, with PPCP delivering positive returns for all annual return periods in the 3 years since inception
• Consistency in annual rolling alpha returns, with PPCP oupterforming the underlying index in all periods except for one month (year to March 2019)
• Most importantly, PPCP has delivered on its key objective, by delivering:
• Performance (during index "up months") of an average of 94.25% of the total return in the index "up months"; and 
• Preservation  (during index "down months") of an average of only 6.58% of the total return in the index "down months".

We continue to raise capital in the Market Long Fund from both new and existing investors.

Leo Economides, Trevor Moyle, Alan Beasley, Andrew Stals

PPCP Performance to 31 March 2019

Hi Attached is PPCP's fund performance summary for the 12 months to 31 March 2019.

Key observations for the Market Long Fund are:

• March 2019 is the first month that the Market Long Fund has underperformed the index for the rolling year, but still delivered a positive return of 9.2% for 12 months.
• Long term alpha (nearly 3 years) is still over 6%pa, and
• The fund has delivered positive returns on an annual rolling return basis for all months to date since inception.

We continue to raise capital in the Market Long Fund from both new and existing investors. Leo Economides, Trevor Moyle, Alan Beasley, Andrew Stals PPCP Performance to 31 March 2019

PPCP Performance to 31 December 2018

Hi Attached are PPCP's 1 year fund performance to 31 December 2018. Even with the recent negative returns in the sharemarket PPCP has still managed to deliver a positive return for 12 months, outperforming the Index by over 6%pa. We are currently raising capital in the Australian Dynamic Market Long Fund. Leo Economides, Trevor Moyle, Alan Beasley, Andrew Stals PPCP Performance to 31 December 2018