McLean Capital obtained an annualized return of 16.9% from January 1, 2012 to May 31, 2021 vs a return of 14.1% for its benchmark index.

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Click here to see historical returns on PDF (last update: May 31, 2021).

$500,000 invested in the McLean Capital model portfolio at January 1, 2012 is worth over $2,175,000 today.

 

McLean Capital's portfolio is a real portfolio and performance calculations start in the first full year of operation of this portfolio. McLean Capital has only one equity portfolio. Everyone is invested the same way, including the team at McLean Capital. Fees are excluded.

McLean Capital is registered with the AMF (Autorité des marchés financiers) as a portfolio manager and a derivatives portfolio manager since March 2015. The financial statements of McLean Capital are audited since 2015.

For the years 2012 to 2014, the returns published in the table above have been audited by an independent accounting firm

(see auditor report).