Since its inception in 2000, our initial $100,000 portfolio has managed to grow at a 13.4% CAGR, outperforming the S&P 500 by 5.5% over the same period. We now manage over $400,000 in assets.
“The team was founded upon a generous donation by alumnus Marshal L. Salant, WSE ‘80. The fund received a $20,000 infusion each year for the first five years, totaling a $100,000 donation.”