Performance

Glen Road Fund – Three Year 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 3 years in a row.

- 2017 -

The Fund EXCEEDED GRC’s target return of 10% with Investors realizing an annualized return of 11.2%

- 2018 -

Investors realized an annual return of 11.7%, representing a .5% annual increase from 2017

- 2019 -

At the end of 2019, investors
realized an annual return of 12.0%

Scenario 1: Glen Road Fund No. 1 – Return for a $500,000 Investment

glen road capital performance - $500,000 investment scenario

Glen Road Trust – Three Year 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.

- 2017 -

The Trust delivered a 10.1% return for the 4th quarter – six months after the inception of the Trust – with an overall annual return of 9.1%

- 2018 -

Investors realized a 10.0% annualized return – in line with Glen Road Capital’s target return strategy

- 2019 -

At the end of 2019, investors realized an annualized return of 11.1%

Scenario 2: Glen Road Trust – Return for a $25,000 Investment

glen road capital trust performance

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.

Is This Investment Strategy Right For You?

To learn more about Revenue Stream Investing, watch our video here.

If you think Glen Road’s revenue stream investing approach is right for you, contact your financial advisor or contact us directly.

Find Out How We Can Help You Reach Your Goals

Address

1267 Cornwall Road, Suite 200
Oakville, Ontario L6J 7T5