Master Series: Francois Rochon
Let’s face it, for most, achieving decent returns from investing can be remarkably difficult at times. Achieving consistent returns is even more so, and outperforming the markets over the long term is harder still. Few investors can do it. Francois Rochon is one of those who can and has; his Rochon Global portfolio (that serves as a model for clients at Giverny Capital) has delivered a 15.3% annual compound return for nearly three decades, outperforming the benchmark by more than five percent per annum. By 2020’s year end, the Rochon Global portfolio’s cumulative return since inception in 1993...