Odlum Brown Model Portfolio - 20 in 20
By
Murray Leith CFA, Executive Vice President & Director, Investment Research
Friday, January 23, 2015
We were hoping to be able to declare that the Odlum Brown Model Portfolio appreciated 20-fold in 20 years, but we didn’t quite make that milestone by December 15, 2014. But today, 39 days later, it broke through the $5,000,000 level, achieving a 20-fold increase since inception. The Canadian and U.S. equity benchmarks are up less than six-fold over the same period.
Related:
January 2015 Odlum Brown Report: Odlum Brown Model Portfolio Celebrates 20 Years
The Odlum Brown Model Portfolio was established by the Research Department in December 1994, with a hypothetical investment of $250,000. Trades are made using the closing price on the day a change is announced. These are gross figures before fees. Past performance is not indicative of future performance.