Transparency
Our Portfolio Performance
Desk model portfolios against a passive benchmark, indexed to 100 at inception and updated monthly once published. The whole series is shown, including the periods where a model lagged.
Past performance
Model portfolio figures are hypothetical and do not reflect actual client accounts. Past performance does not guarantee future results. Triumph Horizon Research is not a registered investment adviser or broker-dealer and nothing on this page is a recommendation to buy, sell, or hold any security.
◇
No performance history has been published yet
The first monthly mark appears here once the desk publishes a model portfolio record.