Why Shipping? We Consistently Dominate!
We focus heavily on the maritime shipping sector and related energy infrastructure. This has been a challenging sector over the past decade, but we've proven our ability to outperform with nine years of substantial outperformance. When markets panic, we know which firms are best positioned to thrive and we can easily select the stronger firms and avoid the weak ones.
- Shipping Model Portfolios
- Live Analytics Platform
- Chatroom with VI Experts
- Income Model & Equity Coverage
37.9%
Annualized Returns
When the markets panicked in December 2018, we designed two core portfolios which returned an average of 72% throughout 2019. Although 2020 was difficult, we outperformed the industry average by more than 25% even during extremely challenging markets. We then rebalanced our model portfolios to prepare for a recovery surge, and we provided an average return of +133% during 2021. When the entire stock market plunged during 2022, we delivered a +55% average model return in 2022 due to our superior sector positioning. When everyone was fretting about pending recessions and geopolitical risks, we produced a 54.5% return in 2023. During a difficult year in 2024, we still outperformed our industry by over 10% and surpassed the Russell 2000. Heading into 2025, we believe we are primed to once again outperform the markets with our selective picks from our world-class research team.
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105 (5 out of 5) rating out of 109 user reviews
