Spyglass Portfolio -- Megatrends
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Spyglass Rolling Performance 1yr, 3yr & 5yr
Spyglass Mid-Cap Growth Composite Net Performance
vs. Russell Midcap Growth Index
Rolling 1-year Relative Performance
As of September 30, 2023
2016
2017
2018
2019
2020
2021
2022
2023
Rolling 3-year Relative Performance (Annualized)
2018
2019
2020
2021
2022
2023
Rolling 5-year Relative Performance (Annualized)
2020
2021
2022
2023
1-year
3-year
5-year
Spyglass Outperformance Periods
Spyglass Underperformance Periods
Periods of Outperformance (%)
Avg Ann. Relative Performance (bps)
50
39
21
35
22
16
59%
64%
57%
+158
+272
+244
The chart above compares the Spyglass Mid-Cap Growth Composite net-of-fees performance vs. the Russell Midcap Growth Index on a rolling 1-year, 3-year and 5-year basis from the Firm's inception
on October 1, 2015 to September 30, 2023 using monthly increments. Blue indicates the Spyglass Mid-Cap Growth Composite outperformed the Russell Midcap Growth Index, net-of-fees, for the 1-
year, 3-year or 5-year period ended during the applicable month. Orange indicates the Spyglass Mid-Cap Growth Composite underperformed the Russell Midcap Growth Index, net-of-fees, for the 1-
year, 3-year or 5-year period ended during the applicable month. The chart does not represent monthly outperformance or underperformance.
Past performance does not guarantee future results. Net returns are calculated after the deduction of actual trading expenses. Index returns are gross-of-fees. Trading expenses comprise trading
commissions. This information is supplemental to Spyglass's GIPS Report which is available as part of the Spyglass Investor Presentation.
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