Historical Portfolio Returns

Rochon Global Portfolio

This is a real portfolio: it is a private group of family accounts managed by François Rochon which serves as a model portfolio for private wealth management accounts at Giverny Capital.

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Giverny Capital Equity Fund

The Giverny Capital Equity Fund is an open-ended pooled fund Trust. Giverny Capital is the manager and portfolio adviser of the Fund. NBIN acts as custodian and responsible for fund accounting and shareholders record keeping.

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Rochon US Portfolio

This is a real portfolio: it represents the US portion of the Rochon Global portfolio. It is a private group of family accounts managed by François Rochon.

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Rochon Canada Portfolio

This is a real portfolio: It is composed of the combined portfolios of two Giverny Capital managers, one of whom is François Rochon. It represents approximately the Canadian portion of the Rochon Global Portfolio.

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We invite you to contact us for the most recent returns.

Letters to Giverny Capital partners

Letters to partners detail the investment history as well as the investment philosophy that underlies the management of client accounts at Giverny Capital.