Tuesday, April 9, 2019

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