Our Track Record Speaks for Itself
Our clients stick with us year after year because they know we have a disciplined, patient, and long-term approach to the markets that yields above-average returns.
Can We Guarantee Future Performance Like the Last 17 Years?
No. But we can guarantee that we will continue to use discipline, dedication, and rigorous commitment to managing our clients’ assets, just as we have in the past. We take your financial future as seriously as we take our own.
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Iron Gate Global Advisors, is an independent money management firm that focuses on identifying companies with enduring competitive advantages selling below their intrinsic value. The Iron Gate Global Advisors All-Cap Value Portfolio invests primarily in stocks. Our research identifies businesses with durable competitive advantages. Our process also evaluates managements ability to allocate the capital of the business. Our next step is to value the business. If a company meets all our criteria and is selling below our calculated intrinsic value it may be a candidate for our portfolio. The All-Cap Value composite comprises discretionary IGGA accounts with a long term growth of capital objective. Returns were calculated through 2015 under the asset weighted method. The S&P 500 Index measures the performance of the 500 largest publicly held companies actively traded in the United States. For full performance information click here.
The investment returns shown include capital gains and the reinvestment of dividends and coupon income. The returns have been adjusted to include the cost of transactions (commissions and other expenses on the purchases and sales of securities) and, when applicable, the investment advisory fee. All returns are after fees. The fee schedule is as follows: $0 – $300,000 is 1.5%, $301,000 – $500,000 is 1.25%, $501,000 + is 1%. A small number of the accounts in the index had a 0% fee. This composite was constructed with current customers with an objective of long term growth of capital. The return in this composite does not include closed accounts that IGGA does not currently manage. There are approximately 50 accounts that comprise this composite as of December 31, 2015. Past performance does not guarantee future results. S&P Annual returns include dividends.
Information herein has been obtained from sources which we believe to be reliable, but accuracy is not guaranteed. For more information about this portfolio please contact Brian Hunsaker at 888-591-0334 or firstname.lastname@example.org. These figures represent past performance and do not guarantee future results. The S&P 500 is used as the broad benchmark for purposes of comparison