I founded Ninety Plus Capital LLC to correct an injustice plaguing the investment management industry. During my ten-year tenure working in the industry, I uncovered an alarming fact the majority of investment managers don't want you to know; that is, the vast majority of them underperform their respective benchmarks. Even worse, depending on the fee structure in place, many clients actually end up paying a premium for this lack of performance!

Of the harshest offenders are domestic large-cap equity managers, which most closely resembles our target cohort at Ninety Plus. The adjacent figures depict the percentage of large-cap domestic equity funds that underperform the S&P 500 both annually and over a 1-, 3-, 5-, 10-, 15-, and 20- year period, and further illuminate this atrocity. On average only 32% of managers outperform the S&P 500 over any given 1-year period. Even more concerning, is the number of managers that underperform the S&P 500 over longer investment horizons, with an astounding 93% of managers underperforming over a 20-year period.

Upon unearthing this fact, we made it our mission to engineer a disciplined, value-added, and repeatable investment approach to gain an edge over the market and consistently outperform our benchmark.