We make the impossible possible.
According to data compiled by Bloomberg, over the past 35 years, only 1% of funds globally have outperformed the S&P 500 index over the long term and 99% of funds have consistently underperformed the index. However, even the aforementioned 1% of funds have on average outperformed the S&P 500 by up to 2%, and not every year. Our goal is to outperform the S&P 500 every year and to deliver the best returns for our clients.
Our benchmark is the S&P 500 Index, the most popular investment instrument in the world’s equity markets and the one with the strongest long-term returns over time. Outperforming it over the long term is considered an impossible task in international financial markets, and one that few can achieve. Our team does its best to make the impossible possible for our clients.
+8,28%
Outperformed on average
per year against the S&P 500 index
+22,79%
We have outperformed
the S&P 500 index
2022
1 January the KRR
Fund Alpha started
Data as of 30th September, 2024 (Q3)
About the Fund
What is Alpha?
The alpha is called the measure of outperformance in financial markets, meaning that the alpha is the difference between what an asset has returned compared to the benchmark index. For example, if an equity fund returned 12% and the S&P 500 10%, the equity fund would have an alpha of 2% points.
S&P 500 index
The S&P 500 is a stock market index of the 500 largest publicly traded companies in the US. S&P is an abbreviation of Standard & Poor’s, the name of the index’s creator and manager, the credit rating company. It is an internationally adopted benchmark for equity funds and exchanges.
History
Bill Miller holds the record for the longest consecutive time to outperform the S&P 500 index. From 1991 to 2005, the Legg Mason fund he managed outperformed the S&P 500 index for 15 consecutive years, averaging +2.4% per year. Growing his own fund from USD 5 mln to USD 60 bln.
Fund Investments
KRR Fund Alpha invests in the U.S. equities market with the objective of consistently outperforming the S&P 500 index. To achieve this, we continuously refine our quantitative trading models and employ a systematic, rules-based trading strategy.
Performance
Data as of September 30th, 2024. *Net asset value less monthly management and performance fees.
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©2024 KRR Funds. E-mail: info@krrpartners.com