Performance
Glen Road Fund – Annualized Performance
The Glen Road Fund invests in top line revenue streams of privately held small and mid-sized businesses. With an investment of $500,000 or greater, investors can participate directly in the Fund. The Fund targets a 10% return for investors–a target that Glen Road Capital has exceeded for over 5 years.
- 2021 -
The Fund exceeded GRC's target return of 10%.
- 2022 -
Another strong year with an average return of 12%.
- 2023 -
Another strong year with an average return of 11.5%.
- YTD 2024 -
Always consistently performing, Glen Road Fund #1 has an average return of 11% thus far.
Glen Road Trust – Annualized Performance
The Glen Road Trust is an ideal option for those looking to invest under $500,000. The Trust allows investors to participate indirectly in the Fund through the purchase of Trust units.
- 2021 -
For the year ending December 31, 2021, Glen Road tracked an average return of 9.4%
- 2022 -
2022 showed consistent quarterly returns ending the year with a 9.2% average.
- 2023 -
Glen Road Trust distributed a 9.7% return for the year.
- YTD 2024 -
So far, this year, Glen Road Trust has a solid 9.8% return.
Scenario 2: Glen Road Trust – Return for a $25,000 Investment
Is This Investment Strategy Right For You?
If you think Glen Road’s revenue stream investing approach is right for you, contact your financial advisor or contact us directly.
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