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.
- 2020 -
At the end of 2020, investors realized an annual return of 11.9%.
- 2021 -
The Fund exceeded GRC's target return of 10%.
- 2022 -
Another strong year with an average return of 12%.
- 2023 -
Always consistently performing, Glen Road Fund #1 returned 11.5% for the year.
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.
- 2020 -
At the end of 2020, investors realized an annualized return of 11%
- 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.
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.
Find Out How We Can Help You Reach Your Goals
Phone
© Copyright 2024 | All Rights Reserved | Glen Road Capital Partners