Private Capital

Private Capital

Private Capital Management
Last update 2020-02-14 50 Stocks (3 new)
Value $576.00 Mil Turnover 3 %
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Private Capital Profile

Private was founded by Bruce Sherman, who retired in March 2009. Gregg J. Powers took over as the CEO since then. Mr. Powers began his investment career as a healthcare analyst at Raymond James Financial. Mr. Powers joined PCM's investment research team in 1988. Bruce S. Sherman is Chief Executive Officer and Chief Investment Officer of Private Capital Management. He started Private Capital Management in 1986. Mr. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments.
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Performance of PCM Value Fund

Year Return % S&P500 % Excess Gain %
2019 17.14 30.58 -13.4
2018 -9.02 -4.57 -4.5
2017 15.5 21.7 -6.2
3-Year Cumulative (2017-2019) 23.09 (7.17/Year) 51.65 (14.89/Year) -28.56 (-7.72/Year)
2016 11.89 12 -0.1
2015 -10.86 1.24 -12.1
5-Year Cumulative (2015-2019) 22.77 (4.19/Year) 71.96 (11.45/Year) -49.19 (-7.24/Year)
2014 12.38 13.46 -1.1
2013 39.23 32.31 6.9
2012 8.82 15.99 -7.2
2011 -1.45 1.9 -3.4
2010 15.89 15.05 0.8
10-Year Cumulative (2010-2019) 138.74 (9.09/Year) 251.03 (13.38/Year) -112.27 (-4.29/Year)
2009 44.55 26.35 18.2
2008 -47.54 -36.79 -10.8
2007 -3.32 5.15 -8.5
2006 16.93 15.84 1.1
2005 2.48 4.83 -2.3
15-Year Cumulative (2005-2019) 109.74 (5.06/Year) 257.98 (8.87/Year) -148.24 (-3.79/Year)
2004 20.67 10.7 10
2003 38.8 28.18 10.6
2002 -7.51 -21.58 14.1
2001 16.17 -11.76 27.9
2000 15.95 -9.75 25.7
20-Year Cumulative (2000-2019) 337.65 (7.66/Year) 217.22 (5.94/Year) 120.43 (1.72/Year)
1999 119.05 20.38 98.7
1998 9.87 28.69 -18.8
1997 31.4 33.49 -2.1
1996 23.44 22.5 0.9
1995 40.48 38.06 2.4
25-Year Cumulative (1995-2019) 2300.02 (13.56/Year) 1009.46 (10.10/Year) 1290.56 (3.46/Year)
1994 8.56 0.38 8.2
1993 28.69 10.08 18.6
1992 25.32 7.62 17.7
1991 20.24 30.47 -10.2
1990 -0.87 -3.1 2.2
30-Year Cumulative (1990-2019) 4908.46 (13.93/Year) 1568.00 (9.83/Year) 3340.46 (4.10/Year)
1989 13.77 31.69 -17.9
1988 16.13 16.61 -0.5
1987 0.94 5.1 -4.2

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