Top Articles from Indexopedia

Image
Image

Buying Through the Pain for Long-Term Benefits

Investing during volatility can feel like running toward a fire when everyone else is sprinting away. But counterintuitive as it may be, history shows that down markets tend to recover and reward those who bought through the pain. Of course, it’s one thing to say “buy the dip” and another to actually formulate a disciplined strategy to pinpoint opportunities and...
Read Article
Premium Members Only

Average Annualized Returns (net of fees)

Performance through December 31, 2024
  • Linden Thomas & Co. US All Cap Quality Growth 150 Index
  • Linden Thomas & Co. Mid Cap Consistent Value Index
  • Linden Thomas & Co. Earnings Focused Core Value Index

    Linden Thomas & Co. All Cap Quality Growth 150 Index (net)

    2024

    32.06%

    2 Year

    37.75%

    3 Year

    9.78%

    Since Inception

    13.13%
    Inception date 6/1/2020

    Linden Thomas & Co. Large Cap Quality Growth Index (net)

    2024

    30.33%

    2 Year

    35.48%

    3 Year

    7.25%

    5 Year

    17.04%

    Since Inception

    13.62%
    Inception date 8/1/2019

    Linden Thomas & Co. Mid Cap Consistent Value Index (net)

    2024

    20.19%

    2 Year

    18.97%

    Since Inception

    13.96%
    Inception date 3/1/2022
    The performance results shown are those of a proprietary account at Linden Thomas invested using real dollars based upon the application of the stated Linden Thomas's Proprietary Index investment methodology. Performance results are presented net of the .85% advisory fee. The performance results do not reflect the deduction of other fees or expenses, including but not limited to brokerage fees, custodial fees, fees and expenses charged by mutual funds and other investment companies, and any other fee or expense a client may incur in the management of such client's investment advisory account. A client's return with respect to an investment would be reduced by any fee or expense a client may incur in the management of their investment advisory account. Performance results are unaudited and are not an estimate of any other investors' actual performance, which may be materially different from such performance depending on numerous factors. No representations or warranties whatsoever are made by Linden Thomas, its affiliates, or any other person or entity as to the future profitability of an LT Index or the results of making an investment based on an LT Index. Past performance may not be indicative of future results. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance of the future performance of any specific investment strategy. All investing involves risk including the possible loss of principal.

    Investment advisory services offered through Linden Thomas Advisory Services, LLC, an SEC registered investment adviser doing business as “Linden Thomas and Company”.  516 N. Tryon Street, Charlotte NC 28202.  Phone:  (704) 554-8150