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Marval Capital's India-Focused Fund with 169% Total Net Return Over 5 Years, Outperforms Global Competitors
, . An initial investment of $100 on September 30, 2019 , would have grown to $269 by September 30, 2024 . A fund with a net compound annual return of 10.4% over 10 years would yield a lower total net return than what the Marval Guru Fund has produced in just five years. Results were achieved without the use of leverage or derivatives.*
According to Fundata, which tracks all institutional funds in Canada , the Marval Guru Fund, based on its 5-year performance ranks sixth out of more than 3,000 funds, encompassing every major investment firm and investment strategy in the country. Marval believes the Fund is well-positioned to continue delivering strong performance over the next 20 years. Notably, over the last ten years, 93% of the funds in the Fundata database have not achieved a total return as high as the Fund's five-year total return of 169%.
In RBC's extensive survey of over 1,100 funds from more than 80 institutions, including most major investment firms in Canada , the Fund ranks third in five-year gross performance. This list is more selective with the top institutional-grade funds in Canada across all investment strategies. In the emerging markets category, the Fund's compound annual five-year gross return is over 15% per year higher than the fund ranked second-place. Impressively, over ten years, 92% of the funds in this survey have not achieved a total gross return as high as the Fund's five-year total gross return.
From various Asian fund databases, Marval assessed 56 institutional-grade India -focused funds available outside of India ; across Asia , Europe , and the U.S., including those from reputable international and emerging market firms, as well as Indian wealth managers with global offerings. Among these, the Fund ranks second, with the top fund only 0.4% ahead in net compound annual return performance over five years. Over ten years, 75% of these funds have not produced a total net return as high as the Fund's five-year total net return of 169%.
The Fund's five-year net compound annual returns of 21.9% means that invested capital doubled approximately every three and a half years. The Fund is currently the only India -focused fund in Canada with such a strong track record. In an investment world that often focuses on short-term gains and frequent trading, Marval has demonstrated the Fund's long-term, buy-and-hold investment strategy remains highly effective.
"After 23 years in the investment business, I feel fulfilled. Not because we've reached a destination, but because the path ahead has never looked clearer or brighter for our investors and for Marval," said Ben Watsa , Founder and CEO of Marval Capital Ltd. and CIO of the Marval Guru Fund. "We hope that Marval will become known as the trusted place in North America to invest your capital safely and uniquely, benefiting from our insights and relationships cultivated over decades."
The Fund is an investment trust offered only by way of offering memorandum on a private placement basis to "accredited investors," as defined in the applicable Canadian securities legislation. The Fund is not offered in the United States and U.S. Persons are not eligible to invest in the Fund.
Marval Capital Ltd. is an investment firm that focuses on the Indian market. We take pride in uncovering hidden gems in the Indian stock market, particularly within under-researched and often misunderstood small to mid-cap sectors. Guided by the principles of value investing, we diligently identify companies and invest where we have conviction that a business has potential to compound over the long-term. As an independent investment firm, we are committed to our clients' best interests, striving to achieve greater heights together.
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CONTACT INFORMATION: Marval Capital Ltd., Email: info@marvalcapital.com or invest@marvalcapital.com , Website: www.marvalcapital.com
View original content: https://www.prnewswire.co.uk/news-releases/marval-capitals-india-focused-fund-with-169-total-net-return-over-5-years-outperforms-global-competitors-302299001.html