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Latest holdings are being verified against SEC filings
Inception CAGR +14.4% · Oculus · net. Annualized since 2004, through 2025-12-31. Published figure. Source ↗
Returns are reported calendar-year results for the named fund or strategy, separate from 13F holdings. Research reviewed Nov 2, 2026. Holdings cover supported, ticker-matched equities.
Filing history for this manager is temporarily unavailable.