Portfolio Returns

The Rochon Portfolios returns are as of December 31st 2016.  To obtain the more recent returns, contact us..

Rochon Portfolio

This is a real portfolio: it represents the total personnal accounts of François Rochon (and family).   It serves as a model portfolio for private wealth management accounts at Giverny Capital.

Returns (PDF 158 KB)

Rochon US Portfolio

This is a real portfolio: it represents the US portion of the Rochon Global portfolio.  It serves as a model for private wealth management accounts at Giverny Capital (US mandates).

Returns (PDF 71 KB)

Rochon Canada Portfolio

This is a real portfolio: It is composed of the combined portfolios of François Rochon and Nicolas L'Écuyer, two Giverny Capital directors. It represents the Canadian portion of the Rochon Portfolio.  

Returns (PDF 59 KB)

Giverny Capital Equity Fund

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

Returns (PDF 88 KB)