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As an Ohio State University study shows, only about 20 percent of individual investors outperform the market return. Indeed, many professional investment advisers and brokers perform at or below market levels, often due to a heavy reliance on mutual funds and a focus on short term market movement.  

Since Niehaus Liberty opened in 2006, Niehaus Liberty clients have outpaced the S&P 500 by a significant margin. The majority of client portfolios hold diversified stocks in long positions, but there are also significant holdings in bonds, and some cash equivalents. The following table measures the time-weighted performance of all Niehaus Liberty client accounts versus the time-weighted S&P 500 return. The Niehaus Liberty Clients' return is adjusted for all fees charged by Niehaus Liberty. The S&P 500 is an index of 500 widely held blue-chip stocks; it is the most common benchmark used to gauge market performance.

Client return is calculated for the life of Niehaus Liberty: from February 27, 2006, to the most recent quarter.  Long-term performance data more accurately reflects actual returns, because it takes a minimum of three to five years for stock investments to mature.   

 

Numbers are updated quarterly. The performance as of December 30, 2011: 

Performance

Past performance does not guarantee future success.  

If you would like to see Niehaus Liberty’s historical performance, click here.