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4% Alpha certainly feels better in up markets…

Happy New Year!

Read our O-IM AIM 2022 Annual Review here

In December our AIM portfolio returned -0.82% vs a benchmark return of -3.19%, which brings our 2022 performance to -29.70% vs a benchmark return of -34.04%; outperformance of 2.37% for the month and 4.34% for the full year 2022.

Although experiencing a down year is never easy, it’s pleasing that the strategy has held up well following my personal experience of typical returns for the strategy in benign markets; 4% Alpha demonstrates the value in our approach.We maintain our favour towards companies that can demonstrate growth at a reasonable price and believe we are now moving into a market environment that will be very conducive to our selection style.