Patrumin Investors GIPS® Composite Reports
GIPS® Composite Reports
Below are our GIPS® Composite Reports, prepared and presented in compliance with the Global Investment Performance Standards (GIPS®). These reports provide detailed, standardized performance information for each of our investment strategies.
GIPS® Composite Report
U.S. Dividends Plus+ Equity Composite
Performance record for the Patrumin U.S. Dividends Plus+ Equity Strategy composite.
GIPS® Composite Report
U.S. Smallcap Equity Composite
Performance record for the Patrumin U.S. Smallcap Equity Strategy composite.
GIPS® Composite Report
U.S. Allcap Equity Composite
Performance record for the Patrumin U.S. Allcap Equity Strategy composite.
GIPS® Composite Report
U.S. SMICROCAP Growth Composite
Performance record for the Patrumin U.S. SMICROCAP Growth Equity Strategy composite.
Patrumin Investors claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented these reports in compliance with the GIPS standards. Patrumin Investors has been independently verified for the period of October 1, 2012, through June 30, 2026. The verification report(s) is/are available upon request.
To receive a GIPS-compliant presentation for any composite or a list and description of all firm composites, please contact us at info@patrumin.com.
These reports are provided for use by prospective clients and other interested parties evaluating our investment strategies.
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