As of the end of August 2023 we reached the 5-year anniversary for our flagship fund – the CRIMSON Capital Growth Fund, a specialty fund focused on investing in high quality, exceptionally managed, publicly-traded US small cap companies.
Since inception, the Fund has delivered very strong returns for Investors outperforming the Russell 2000 benchmark by +440 bps or +4.4% net of all fees and expenses on an annualized basis over that period of time. This performance places the Fund in the Top 5% globally of all US small cap strategies (approximately 814 US small cap funds globally). 1
Results such as this are only attainable with extensive experience, sharp focus and exceptional teamwork which is exemplified by the CRIMSON team. All have made important contributions to CRIMSON’s success. We are proud and happy to be able to say that all members of the CRIMSON team are Partners of the firm. They care deeply about our performance and the service of our clients.
The summary of the performance of the CRIMSON Capital Growth Fund since inception is highlighted below.
As we look to the future, the team at CRIMSON remains focused, disciplined and committed to delivering superior capital growth and outperformance for CRIMSON Investors. Today the Fund remains very attractively valued, which based on our experience, is a tremendous indicator of future exceptional results.