GIPS® Composite Reports

Below are our GIPS® Composite Reports, prepared and presented in compliance with the Global Investment Performance Standards (GIPS®). These reports provide detailed, standardized performance information for each of our investment strategies.

Patrumin 2024 U.S. Allcap Equity Strategy GIPS Composite
Patrumin 2024 U.S. Smallcap Equity Strategy GIPS Composite
Patrumin 2024 U.S. SMICROCAP Growth Equity Strategy GIPS Composite
Patrumin 2024 U.S. Dividends Plus+ Equity Strategy GIPS Composite

Patrumin Investors claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented these reports in compliance with the GIPS standards. Patrumin Investors has been independently verified for the period of October 1, 2012, through December 31, 2024. The verification report(s) is/are available upon request.

To receive a GIPS-compliant presentation for any composite or a list and description of all firm composites, please contact us at info@patrumin.com

These reports are provided for use by prospective clients and other interested parties evaluating our investment strategies.