Our Performance | Expect Results

25 YEARS OF AUDITED RESULTS

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Many factors go into choosing the investment firm that’s right for you. Trust, transparency, communication and a sound investment strategy are critical components in making that decision. Performance is, too. Our all equity results are audited annually by an independent accounting firm. Here are the results for the past 25 years.

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*Net returns are presented after transaction costs and a 1% annual fee. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $9.71 million after fees during the 25 years presented. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

TWO POINT CAPITAL ALL EQUITY VS. STOCK MARKET INDICES

From 1999 to 2023, the Two Point Capital All Equity Composite Portfolio generated 68% more value than the S&P 500 and 60% more than the Russell 3000, even after fees.*

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*Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $12.46 million before fees during the 25 years presented. A 1% annual fee, withdrawn quarterly would have reduced the ending account value to $9.71 million. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

WHAT WAS THE AVERAGE ANNUAL PERCENTAGE BY WHICH YOUR MONEY GREW?

Depending on when you opened your investment account, these are the average annual rates of return your money would have earned.**

**An initial client account of $1million invested in a Two Point Capital All Equity account would have realized, on a gross basis, a compounded annual rate of return of 10.62% during the 25 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the compounded annual rate of return to a net return of 9.52%. Performance results have been audited by an independent accounting firm. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

All of our client funds are held by separate third-party custodians, which send monthly reports directly to each client. We have the authority to purchase and sell securities on your behalf, but we have no authority to remove funds from your account without your written approval.

25 YEARS OF AUDITED RESULTS

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TWO POINT CAPITAL ALL EQUITY VS. STOCK MARKET INDICES

WHAT WAS THE AVERAGE ANNUAL PERCENTAGE BY WHICH YOUR MONEY GREW?

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