April 2017 Update

Sandhill closed the books on another fine quarter. For the first quarter of calendar 2017, our Concentrated Equity Alpha (CEA) product returned 10.6% net of fees vs. 5.5% for the S&P 500 Index.

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January 2017 Update

Our teams functioned well across the entire firm, and most importantly, we delivered very good performance in both our equity and fixed income products. The Concentrated Equity Alpha (CEA) product (our flagship equity product) returned 17.5% net of fees for 2016 vs. the S&P 500 Index return of 9.5%. The CEA product outperformed the broad market by 8.0%.

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October 2016 Update

Sandhill is firing on all cylinders. For year to date 2016 through 9/30/16, Sandhill’s flagship CEA composite is up 14.9% net of fees vs. 6.1% for the S&P 500 Index. Our performance puts Sandhill in the top of its class nationally.

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June 2016 Update

As you know (and we have preached), investing in the stock and bond markets is a long-term game that requires patience. That said, we have set our portfolios up defensively for the summer in anticipation of some downward pressure on the market.

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January 2016 Update

In an intensely competitive business where only one in five active managers beats the market over time, we have prided ourselves on delivering good, if not great, results. We did not in the second half of 2015.

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April 2015 Update

Sandhill had a terrific quarter – our best relative to the market since the third quarter of 2013. Sandhill’s Concentrated Equity Alpha (CEA) composite was up 5.7% (net of fees) vs. a 0.4% return for the S&P 500 Index.

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January 2015 Newsletter

Sandhill had a very solid fourth quarter with the Concentrated Equity Alpha (CEA) composite up 6.3% (net of fees) vs. the S&P 500 Index return of 4.4%. Many asset classes had difficulty in the fourth quarter with the collapse of oil prices being the big news.

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October 2014 Update

By any measure, Sandhill did not have a good third quarter. The Concentrated Equity Alpha (our flagship) product had a return of -2.61% net of fees vs. the S&P 500 Index’s return of +0.6%. So, we underperformed by 3.2% in the quarter.

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April 2014 Update

After the Concentrated Equity Alpha (CEA) product delivered a return of 38% net of fees in 2013, it has been a quiet beginning to 2014. Sandhill added a lot of “excess return” for its clients in 2013 as the S&P 500 Index was up 29.6%.

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September 2013 Update

Sandhill has had a very, very solid year so far with our equity accounts as measured by the CEA Composite up 28.8% through 9/30/13 vs. 17.9% for the S&P 500 Index. While we are thrilled to deliver this much excess return to our clients, the question really becomes what to do with these gains.

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Market volatility can lead to short term mispricing of good businesses.

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