The Upside: Barnegat turns $1 into $10 in 13 years
By Simone Foxman
Wed Jun 18, 2014
Bob Treue’s fixed income fund is up 13.6% this year. Its gains made it a shoo-in for this month’s installment of “The Upside,” which highlights the returns of an outstanding fund in the Absolute Return Database.
Up 2.8% in May and 13.6% this year, Bob Treue's Barnegat Fund can claim another milestone: having
a produced a net annualized return of 18.9%, a dollar invested
in the fund at its January 2001 inception would now be worth
about $10. That's a heady milestone for the $715 million fixed
income fund; by comparison, the median fixed income in the
Absolute Return database has generated a net annualized return
of 7.95% in the same period (it's up 3.91% this year through
And those returns aren't the result of early gains on a
small capital base. Barnegat chosen as one of Absolute Return's
Funds to Watch in 2009. From inception through May of 2009, the
Barnegat Fund had produced a net annualized...
ISSN: 2151-1845 / CDC10004H
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