Unfortunately, we only started running a "sample depot" (upon request) in August '23;
i. e. we started with a fictitious amount of $100,000.00 to visually represent our performance.
Of course, with the awareness that this can only be an approximate value of your investment, as many individual factors come into play, such as: E.g. willingness to take risks, preferences, etc.
Furthermore, going back to 1998 would only create resentment, since with everything we expect in the next few years, this performance can increase exponentially.
As you know, past successes are no guarantee for the future: so prepare to be surprised!
Despite all modesty, we feel that we and our team, encouraged by these past successes, are able to take on and surpass even the greatest investors in the world, such as Warren Buffett and Charlie Munger; at least in the area of stocks.
Why are we so sure about this?
- Because we use our "emotional intelligence" to achieve these successes - but that's another topic (which we'll talk about in more detail elsewhere...).
1 |
4 |
3 |
3 |
Blackstone Group |
New York City, Vereinigte
Staaten |
$82.851 |
2 |
1 |
1 |
2 |
Carlyle Group |
Washington, D.C., Vereinigte
Staaten |
$63.802 |
3 |
3 |
2 |
4 |
Kohlberg Kravis Roberts |
New York City, Vereinigte
Staaten |
$47.977 |
4 |
6 |
6 |
10 |
CVC Capital Partners |
Luxemburg, Luxemburg |
$47.413 |
5 |
9 |
14 |
5 |
Warburg Pincus |
New York City, Vereinigte
Staaten |
$36.557 |
6 |
10 |
21 |
9 |
Bain Capital |
Boston, Vereinigte
Staaten |
$35.554 |
7 |
18 |
26 |
40 |
EQT Partners |
Stockholm, Schweden |
$30.054 |
8 |
32 |
|
|
Thoma Bravo |
Chicago, Vereinigte
Staaten |
$29.880 |
9 |
5 |
4 |
8 |
Apollo Global Management |
New York City, Vereinigte
Staaten |
$29.001 |
10 |
23 |
|
|
Neuberger Berman |
New York City, Vereinigte
Staaten |
$28.884 |
11 |
14 |
22 |
22 |
Hellman & Friedman |
San Francisco, Vereinigte
Staaten |
$26.900 |
12 |
2 |
5 |
1 |
Texas Pacific Group |
Fort Worth, Vereinigte
Staaten |
$25.661 |
13 |
7 |
11 |
16 |
EnCap Investments |
Houston, Vereinigte
Staaten |
$21.097 |
14 |
11 |
48 |
59 |
Vista Equity Partners |
San Francisco, Vereinigte
Staaten |
$19.785 |
15 |
34 |
29 |
52 |
Apax Partners |
London, Vereinigtes
Königreich |
$18.615 |
16 |
28 |
7 |
12 |
General Atlantic |
Greenwich (Connecticut), Vereinigte
Staaten |
$16.916 |
17 |
27 |
9 |
33 |
Clayton, Dubilier & Rice |
New York City, Vereinigte
Staaten |
$16.509 |
18 |
17 |
36 |
|
Permira |
London, Vereinigtes
Königreich |
$16.394 |
19 |
8 |
10 |
7 |
Advent International |
Boston, Vereinigte
Staaten |
$16.026 |
20 |
13 |
15 |
27 |
Silver Lake |
Menlo Park, Vereinigte
Staaten |
$15.000 |
21 |
12 |
|
|
Partners Group |
Baar ZG, Schweiz |
$14.726 |
22 |
24 |
23 |
81 |
Stone Point Capital |
Greenwich (Connecticut), Vereinigte
Staaten |
$14.544 |
23 |
37 |
|
|
Bridgepoint |
London, Vereinigtes
Königreich |
$14.264 |
24 |
|
|
|
Brookfield Asset Management |
Toronto, Kanada |
$14.197 |
25 |
31 |
18 |
43 |
Onex Corporation |
Toronto, Kanada |
$14.106 |
26 |
26 |
24 |
23 |
BC Partners |
London, Vereinigtes
Königreich |
$13.275 |
27 |
|
|
|
Genstar Capital |
San Francisco, Vereinigte
Staaten |
$13.100 |
28 |
|
|
|
PAI partners |
Paris, Frankreich |
$13.061 |
29 |
|
|
|
Hillhouse Capital Group |
Peking, Volksrepublik
China |
$12.725 |
30 |
47 |
39 |
39 |
Leonard Green & Partners |
Los Angeles, Vereinigte
Staaten |
$12.238 |
31 |
35 |
|
|
Insight Venture Partners |
New York, Vereinigte
Staaten |
$12.236 |
32 |
25 |
|
|
American Securities Capital Partners |
New York, Vereinigte
Staaten |
$12.000 |
33 |
44 |
|
|
Baring Private Equity Asia |
Hongkong |
$11.833 |
34 |
29 |
27 |
30 |
Cinven |
London, Vereinigtes
Königreich |
$11.548 |
35 |
19 |
|
|
NGP Energy Capital Management |
Irving, Vereinigte
Staaten |
$11.355 |
36 |
|
19 |
29 |
Ardian (AXA Private Equity) |
Paris, Frankreich |
$10.975 |
37 |
|
|
|
New Mountain Capital |
New York City, Vereinigte
Staaten |
$10.585 |
38 |
21 |
12 |
6 |
Goldman Sachs Merchant Banking Division |
New York City, Vereinigte
Staaten |
$10.500 |
39 |
41 |
|
|
Tiger Global Management |
New York City, Vereinigte
Staaten |
$10.250 |
40 |
|
|
|
Quantum Energy Partners |
Houston, Vereinigte
Staaten |
$10.040 |
41 |
|
|
|
Pacific Alliance Group |
Hongkong |
$9.950 |
42 |
20 |
16 |
11 |
Riverstone Holdings |
New York City, Vereinigte
Staaten |
$9.904 |
43 |
|
|
|
L Catterton |
Greenwich (Connecticut), Vereinigte
Staaten |
$9.838 |
44 |
|
|
|
Affinity Equity Partners |
Hongkong |
$9.800 |
45 |
|
|
|
HarbourVest Partners |
Boston, Vereinigte
Staaten |
$9.599 |
46 |
39 |
33 |
101 |
GTCR Golder Rauner |
Chicago, Vereinigte
Staaten |
$9.100 |
47 |
|
|
|
Roark Capital Group |
Atlanta, Vereinigte
Staaten |
$9.000 |
48 |
|
|
|
Eurazeo |
Paris, Frankreich |
$8.956 |
49 |
22 |
8 |
18 |
Ares Management |
Los Angeles, Vereinigte
Staaten |
$8.650 |
50 |
|
|
|
Adams Street Partners |
Chicago, Vereinigte
Staaten |
$8.498 |
|
15 |
|
|
Centerbridge Capital Partners |
New York City, Vereinigte
Staaten |
|
|
16 |
37 |
50 |
Energy Capital Partners |
Short Hills (New Jersey), Vereinigte
Staaten |
|
|
30 |
32 |
|
Russian Direct Investment Fund (RDIF) |
Moskau, Russland |
|
|
33 |
35 |
90 |
HgCapital |
London, Vereinigtes
Königreich |
|
|
36 |
30 |
57 |
Triton Partners |
Frankfurt am Main, Deutschland |
|
|
38 |
|
|
BDT Capital Partners |
Chicago, Vereinigte
Staaten |
|
|
40 |
|
|
Pamplona Capital Management |
London, Vereinigtes
Königreich |
|
|
42 |
34 |
51 |
Welsh Carson Anderson & Stowe |
New York City, Vereinigte
Staaten |
|
|
43 |
43 |
48 |
RRJ Capital |
Hongkong |
|
|
45 |
47 |
44 |
Sequoia Capital |
Menlo Park, Vereinigte
Staaten |
|
|
46 |
|
|
Energy & Minerals Group (EMG) |
Houston, Vereinigte
Staaten |
|
|
48 |
17 |
14 |
Oaktree Capital Management |
Los Angeles, Vereinigte
Staaten |
|
|
49 |
|
|
Abraaj Group |
Dubai, Vereinigte
Arabische Emirate |
|
|
50 |
40 |
|
Georgian Co-investment Fund (GCF) |
Tiflis, Georgien |
|
|
|
13 |
53 |
EIG Global Energy Partners |
Washington, D.C., Vereinigte
Staaten |
|
|
|
20 |
15 |
Lone Star Funds |
Dallas, Vereinigte
Staaten |
|
|
|
25 |
13 |
JP Morgan Asset Management |
New York City, Vereinigte
Staaten |
|
|
|
28 |
31 |
Mount Kellett Capital |
New York City, Vereinigte
Staaten |
|
|
|
31 |
36 |
Cerberus Capital Management |
New York City, Vereinigte
Staaten |
|
|
|
38 |
25 |
Nordic Capital |
Stockholm, Schweden |
|
|
|
41 |
46 |
TA Associates |
Boston, Vereinigte
Staaten |
|
|
|
42 |
28 |
American Capital |
Bethesda (Maryland), Vereinigte
Staaten |
|
|
|
44 |
202 |
Pine Brook Road Partners |
New York City, Vereinigte
Staaten |
|
|
|
45 |
62 |
Charterhouse Capital Partners |
London, Vereinigtes
Königreich |
|
|
|
46 |
35 |
CDH Investments |
Hongkong |
|
|
|
49 |
67 |
AlpInvest Partners |
Amsterdam, Niederlande |
|
|
|
50 |
102 |
MBK Partners |
Seoul, Südkorea |
- Apart from the fact that they hardly make their business internals available to the public.
- Modest as we are, we don't take transparency too seriously and even "brag" about how we achieve our achievements. So if you want to see in detail how the above chart comes to be (and came to be), take a few minutes and check for yourself. You'll notice that we also only cook with water; But the content of the resulting soup is crucial for its taste: ->
Sample Depot