Fund With 19.6% Annualized 3 Year Trailing Return Highlights Top Value Picks

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Rupert Hargreaves
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Buckley Capital returned 19.5% in the fourth quarter of 2022, according to a copy of the firm’s annual investor letter, which ValueWalk has been able to review. While Buckley was down 19.8% in 2022, the firm has annualized 19.6% in the trailing three-year period, beating its benchmarks, the Russell Value 2000 and Russell 2000, by over 1500 bps annualized. Since its inception (January 2008), Buckley has produced a cumulative net return of 488.1% and an annualized net return of 12.5%, compared to an annualized return of 6.7% and 7.2% for the Russell 2000 Value and Russell 2000 indices, respectively. Q4…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk