Today, January 2nd, 2024, marks 5 years since the inception of the Nutshell Growth strategy. 2019 marked the start of an exciting journey with the completion of years of work to bring together the strategy along with seed capital from Lord Spencer, the founder of ICAP.

 

Our process and model have been honed over the years, but our core strategy remains the same: a proactive relative value approach to investing in the highest quality companies, globally, for the best price possible.

 

According to independent data provided by Trustnet, as of 2/1/24, the Nutshell Growth strategy has outperformed the majority of its peers (the IA Global sector) over the last 6 months, 1 year, 3 years and 5 years.

 

We are enormously proud of this consistent outperformance, but recognising that past performance is not a guide to future performance, we will continue to focus on the day job: a rigorous, robust and repeatable investment process that seeks to deliver our clients with strong and differentiated returns.

 

Happy New Year from all of us at Nutshell, and Many Happy Returns to the Nutshell Growth Strategy on its 5 Year Track Record!