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Hidden Treasure Beats Small Cap Index By Nearly 3x! - Views on News from Equitymaster

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The Equitymaster Research Digest

Hidden Treasure Beats Small Cap Index By Nearly 3x!
Mar 22, 2016

In my last Research Digest, I shared some data on the performance of my small-cap recommendation service, Hidden Treasure, along with some of my experiences from this journey so far. Here is a bit of what I wrote:

  • The median CAGR return is 26%. This considers returns for all Hidden Treasure recommendations - successes and failures.
  • 42% of successful recommendations have yielded CAGR returns of 25-50%, 16% of successful recommendations have yielded CAGR returns 50-75%, 5% have offered CAGR returns of 125-150%...and so on.
  • And just 7% of our recommendations had CAGR returns between 15% to 20% (the lowest return range for successful recommendations) ...15% (expected) CAGR being the lowest cut off for a Buy recommendation.

I got mixed feedback in response to the write up. Some subscribers congratulated us on the good performance. But many pointed out that benchmark returns were missing. And some wanted me to include open recommendations as well in the analysis.

So here you go. For Hidden Treasure recommendations, both open and closed, the Internal Rate of Return (IRR)* since inception in February 2008 is 33%. The IRR for the BSE Small-Cap Index and the BSE Sensex is 12% and 11% respectively.

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