Spyglass Investment Strategy Overview
30%
25%
20%
15%
D
Performance (Net-of-Fees Annualized)
October 2015 - September 2023
24.14%
22.85%
9.88%
10%
5%
0%
(1.48%)
(5%)
(5.22%)
(6.84%)
(10%)
(15%)
Q3 2023
YTD
5.62%
17.46%
1 Yr
10.59%
(8.29%)
2.61%
2.78%
1.00%
3 Yr
6.97%
4.03%
5 Yr
10.50%
8.64%
9.04%
■Spyglass Growth Strategy
Russell Midcap Growth Index
Russell 2500 Growth Index
Since Inception
Q3 2023
YTD
1 Yr
3 Yr
5 Yr
Since Inception
Spyglass Growth Strategy
(1.48%)
24.14%
22.85%
(8.29%)
2.78%
8.64%
Russell Midcap Growth Index
(5.22%)
9.88%
17.46%
2.61%
6.97%
10.50%
Russell 2500 Growth Index
(6.84%)
5.62%
10.59%
1.00%
4.03%
9.04%
Spyglass Growth Strategy net performance is a composite calculated in a GIPS compliant manner. Index returns are gross of fees.
Past performance does not guarantee future results. There is no guarantee the Strategy will be successful. Spyglass Inception to Date: 10/01/2015. Russell Midcap Growth Index
returns, and Russell 2500 Growth Index returns include the reinvestment of dividends. Data source: Bloomberg.
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