What is the Alpha objective of the DowJones/Select and the S&P500/Select portfolios?
The performance objective of Beacon Street Capital for each of its equity products is to add 2%+ of return in excess of the benchmark return per annum on average, net of fees, over rolling 3-5 year periods. Historically we have exceeded this objective (please see the performance page and click on “statistics” for each product for the most recent five-year averages for alpha).
