A Special Report

A Motley Fool Special Report
 

 

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Footnotes:

1) Returns calculated from a Motley Fool study into 1,586 recommendations across Motley Fool US ideas services over a 15-year period from 08/03/02 to 31/12/17. Of these shares, 473 had the original founder as CEO at the time of recommendation. As of the close of trading on 31/03/18, these 473 recommendations had an average return of 196.27%. The remaining 1,113 shares had an average return of 94.93%. Over the same period, the S&P 500 had an average return of 61.18%. All returns are calculated using a time-weighted rate of return (TTWR) methodology that includes dividends reinvested and excludes trading costs.

2) Chart and data are taken from a study by Bain & company research. The research states that an index of S&P 500 companies in which the founder is still deeply involved performed 3.1 times better than the rest between 1990 and 2014 inclusive. https://hbr.org/2016/03/founder-led-companies-outperform-the-rest-heres-why

3) Data for this figure taken from a study by Global X funds, using data from Bloomberg as at 18/01/17: https://www.globalxfunds.com/introducing-the-founder-run-companies-etf/


Risk Warning

  • The content in The Motley Fool's X-Factor Formula reflect the opinions of The Motley Fool and give general advice only.
  • The shares mentioned may not be suitable for any individual.
  • You should make your own investment decisions or consult an authorised financial adviser.
  • The prices of all shares, and the income from them, can fall as well as rise.
  • You run an extra risk of losing money when you buy shares in certain smaller companies including “penny shares”.
  • There may be a big difference between the buying price and the selling price of these shares. If you have to sell them immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up and you may not get back the full amount invested. It may be difficult to sell or realise the investment.
  • You should not speculate using money you cannot afford to lose or rely on dividend income for non-discretionary living expenses.
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  • Changes in rates of exchange may have an adverse effect on the value of these investments in sterling terms. You should also consult your stockbroker about any additional dealing or administrative charges.
  • We have taken all reasonable care to ensure that all statements of fact and opinion contained in this publication are fair and accurate in all material aspects.
  • Investors should seek appropriate professional advice from their stockbroker or other adviser if any points are unclear.

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