Proven Results. Disciplined Growth.
Our approach has delivered significant outperformance against global benchmarks by prioritizing long-term intrinsic value over short-term market sentiment.
Performance versus Benchmark
Ferramonte’s objective is to maximize the long-term compound annual rate of growth of our partners' capital.
The following data reflects the execution of the Ferramonte Absolute Return approach. By deviating from passive indices and ignoring short-term market noise, we aim to capture outsized growth through concentrated positions in undervalued assets.
Market volatility is the price of admission for superior results. We define risk as the permanent loss of capital, not temporary price fluctuations. Consequently, we accept short-term variance in exchange for the long-term compounding power of high-conviction holdings. We continue to hold ourselves accountable against these benchmarks and strive to continue outperforming them over the coming decades.
Comparative Annual and Cumulative Returns (%)
| 2023 | 2024 | 2025 | 2026YTD | Cumulative return** | |
|---|---|---|---|---|---|
| Ferramonte Abs Rtrn* | 55.41% | 33.87% | 32.88% | 06.35% | 194.01% |
| S&P500 | 26.29% | 25.02% | 17.88% | 0.76% | 87.53% |
| Nasdaq Composite | 43.42% | 28.64% | 21.20% | 0.63% | 125.02% |
*Individual client performance may differ materially as each portfolio is tailored to the client’s unique needs and risk preferences. The portfolio performance charted below reflects the performance of a fully self-funded portfolio.
**Start date precedes the establishment of Ferramonte Capital Management.
Past performance is not indicative of future results. Returns are presented are pre-tax, gross of any fees and include the reinvestment of all dividends and capital gains.