*For informational purposes only. Individual results may vary. Results are representative of our Concentrated Equity Alpha (CEA) portfolio only. Investment may not be suitable for all investors. Please speak with an advisor for an asset allocation tailored to your individual needs. Past performance may not be indicative of future results. Performance may be materially affected by market and economic conditions. Investment strategy has the potential for profit or loss. All Sandhill performance is presented net of fees. Dividends and capital gains are not reinvested. The S&P 500 Index is a float-adjusted, market cap-weighted index of 500 of the largest US common stocks. S&P 500 Index historical performance does not represent reinvestment of dividends/capital gains or the deduction of management fees. Withdrawals and other financial interventions are not taken into account within this tool. For a full GIPS compliant presentation, please click here.

Enter your Data

Please use the below form to see how your investment would have performed in our Concentrated Equity Alpha (CEA) product by entering the year in which you began investing and your starting balance. The inception of CEA is 3/1/2004 – returns for years prior are unavailable. Please note that if you made any contributions to or withdrawals from you existing account, this will not be reflected in the output.

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