Chou RRSP Fund

Chou RRSP Fund

Chou RRSP Fund
Last update 2020-05-13 16 Stocks (1 new)
Value $39.00 Mil Turnover 11 %
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Chou RRSP Fund Profile

Chou RRSP Fund's inception date is October 30, 1986. The fund is managed by Chou Associates Management Inc. The Fund's objective is to provide long-term growth of capital by investing in equity and debt instruments of primarily Canadian businesses. The Fund may invest in equity and debt instruments of U.S. and foreign businesses. Investments may include common and preferred shares, convertible debentures, government and corporate bonds and short-term indebtedness. Unitholder approval is required in order to change the fundamental investment objectives of the Fund. As of Dec. 31, 2013, his fund gained 8.3% per year for the past 15 years, compared with the 6.5%/year gain of S&P/TSX in the same period. Since inception, the fund gained 9.7% a year, while the S&P/TSX gained 7.5% a year.

Chou RRSP Fund Investing Philosophy

The investment process followed in selecting equity investments for the Funds is a value-oriented approach to investing. This involves a detailed analysis of the strengths of individual companies, with much less emphasis on short-term market factors. Far greater importance is placed upon an assessment of a company's balance sheet, cash flow characteristics, profitability, industry position, special strengths, future growth potential and management ability.
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Performance of Chou RRSP Fund

Year Return % S&P500 % Excess Gain %
2019 -17.67 30.58 -48.2
2018 -7.15 -4.57 -2.6
2017 22.09 21.7 0.4
3-Year Cumulative (2017-2019) -6.67 (-2.27/Year) 51.65 (14.89/Year) -58.32 (-17.16/Year)
2016 -3.57 12 -15.6
2015 -12.83 1.24 -14.1
5-Year Cumulative (2015-2019) -21.53 (-4.72/Year) 71.96 (11.45/Year) -93.49 (-16.15/Year)
2014 14.2 13.46 0.7
2013 21.27 32.31 -11
2012 34.15 15.99 18.2
2011 -20.73 1.9 -22.6
2010 46.62 15.05 31.6
10-Year Cumulative (2010-2019) 69.40 (5.41/Year) 251.03 (13.38/Year) -181.63 (-7.97/Year)
2009 27.8 26.35 1.4
2008 -42.38 -36.79 -5.6
2007 -9.25 5.15 -14.4
2006 9.63 15.84 -6.2
2005 15.7 4.83 10.9
15-Year Cumulative (2005-2019) 43.59 (2.44/Year) 257.98 (8.87/Year) -214.39 (-6.43/Year)
2004 13.36 10.7 2.7
2003 11.62 28.18 -16.6
2002 31.77 -21.58 53.4
2001 17.09 -11.76 28.9
2000 16.49 -9.75 26.2
20-Year Cumulative (2000-2019) 226.55 (6.10/Year) 217.22 (5.94/Year) 9.33 (0.16/Year)
1999 -6.67 20.38 -27
1998 18.53 28.69 -10.2
1997 50.64 33.49 17.1
1996 22.05 22.5 -0.5
1995 19.03 38.06 -19
25-Year Cumulative (1995-2019) 690.56 (8.62/Year) 1009.46 (10.10/Year) -318.90 (-1.48/Year)
1994 -10.56 0.38 -10.9
1993 15.36 10.08 5.3
1992 9.15 7.62 1.5
1991 4.41 30.47 -26.1
1990 -11.34 -3.1 -8.2
30-Year Cumulative (1990-2019) 724.17 (7.28/Year) 1568.00 (9.83/Year) -843.83 (-2.55/Year)
1989 16.85 31.69 -14.8
1988 13.52 16.61 -3.1
1987 8.18 5.1 3.1

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