Protean Small Cap has demonstrated exceptional growth and strategic outperformance, solidifying its position as a noteworthy player in the investment landscape. This report highlights the fund's impressive returns and the principles guiding its sustained success.
Achieving Superior Returns Through Strategic Fund Management
Protean Small Cap's Exceptional December Performance
In December, Protean Small Cap recorded an impressive 4.7% return, exceeding its benchmark by 3.2 percentage points. This strong monthly performance contributed significantly to its overall annual success.
Stellar Annual Returns and Benchmark Outperformance
For the full year 2025, the fund achieved a remarkable 20.7% return, outperforming its benchmark by a substantial 13.4%. This consistent outperformance underscores the fund's effective investment strategies and robust portfolio management.
Consistent Growth Since Inception
Since its launch in June 2023, Protean Small Cap has delivered an outstanding cumulative return of 67.9%. This sustained growth trajectory highlights the fund's long-term viability and its ability to generate significant value for its partners.
Commitment to Intelligent Fund Management
The fund's success is a testament to its philosophy of building a fund management business based on sound returns and a deep respect for investor intelligence. This approach emphasizes transparency, prudent decision-making, and a focus on genuine value creation.
Optimizing for Performance, Not Popularity
Protean Small Cap prioritizes performance above all else, eschewing conventional metrics like convenience, fund size, or aggressive marketing. This dedication to maximizing returns for investors is a cornerstone of its operational ethos.
