Mariko Gordon

Mariko Gordon

Daruma Capital Management
Last update 2019-08-14 0 Stocks (0 new)
Value $- Turnover 0 %
Top Holdings:
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Mariko Gordon Profile

Mariko Gordon, CFA, is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets. The firm now has more than $2 billion in assets. As of June 2013, Daruma’s Small-cap composite has outperform the Russell 2000 on 1-year, 3-year, 5-year, and 10-yaer basis. Mariko Gordon has a comparative literature degree from Princeton. This is the performance chart of her Small-Cap Composite Portfolio:

Mariko Gordon Investing Philosophy

Mariko Gordon primarily invests in small cap stocks. She runs a concentrated portfolio of 25 to 35 small cap stocks. She thinks that The best time to buy is not just when a stock offers good value, but when we can clearly define what will drive the price higher — in most cases better-than-expected sales, earnings or cash flow growth.
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Performance of Small-Cap Composite - Daruma

Year Return % S&P500 % Excess Gain %
2018 -19.13 -4.57 -14.6
2017 12.24 21.7 -9.5
2016 14.15 12 2.1
3-Year Cumulative (2016-2018) 3.61 (1.19/Year) 30.07 (9.16/Year) -26.46 (-7.97/Year)
2015 -5.17 1.24 -6.4
2014 -1.27 13.46 -14.7
5-Year Cumulative (2014-2018) -2.99 (-0.59/Year) 49.41 (8.36/Year) -52.40 (-8.95/Year)
2013 44.08 32.31 11.8
2012 19.89 15.99 3.9
2011 -10.32 1.9 -12.2
2010 32.12 15.05 17.1
2009 43.93 26.35 17.6
10-Year Cumulative (2009-2018) 185.76 (11.07/Year) 239.65 (13.01/Year) -53.89 (-1.92/Year)
2008 -36.63 -36.79 0.2
2007 13.06 5.15 7.9
2006 13.55 15.84 -2.3
2005 10.93 4.83 6.1
2004 23.48 10.7 12.8
15-Year Cumulative (2004-2018) 218.44 (8.03/Year) 203.48 (7.68/Year) 14.96 (0.35/Year)
2003 36.74 28.18 8.6
2002 -21.83 -21.58 -0.2
2001 16.57 -11.76 28.3
2000 19.26 -9.75 29
1999 4.22 20.38 -16.2
20-Year Cumulative (1999-2018) 393.18 (8.31/Year) 192.44 (5.51/Year) 200.74 (2.80/Year)
1998 16.32 28.69 -12.4
1997 42.52 33.49 9
1996 23.99 22.5 1.5
1995 12.23 38.06 -25.8

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