2021 Year-End Report: 5 Year Performance



We are pleased to bring you our 2021 Year-End report. Please see the full report here. It can also be read embedded below.

Feel free to contact us at our office during the week between 6:30 AM and 2:30 pm PST at 1-800-651-1996.

SEE OUR DISCLAIMERS AND DISCLOSURES BEFORE READING HERE

As we finish our fifth year managing the Woodworth Contrarian Fund, we ended the year with record returns on top of this exciting milestone. The time-weighted return for the liquid fund was over 50% in 2020 and over 43% in 2021, significantly beating the major market averages. On top of this, we provide exposure to private equity deals not available to the general public with potential for significant returns, on a case-by-case basis.

We also believe we are positioned exceptionally well for the year to come. As of February of 2022, we are up for the year, while major market averages remain down on the year. That said, past performance is not necessarily indicative of future performance.




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