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Portfolio Performance
Managed Accounts versus S&P 500 Index October 1, 2000-February 29, 2012
100% Growth Allocation
50% Growth & 50% Fixed-Income Allocation
S&P 500 Index with Dividends
This chart shows the growth in value of a hypothetical $100,000 invested with Sabin Investment Management on October 1st of 2000. Note that our performance was calculated after deducting all fees and expenses. 

The blue line shows the growth for an account invested in a 100% Growth style allocation with Sabin Investment Management. The green line shows the growth for an account invested in a 50% Growth and 50% Fixed-Income style allocation with the firm. The red line shows the results for the S&P 500 Index including dividend reinvestment.

As you can see, we not only out-performed the S&P 500 Index when the market was rising, but even more so during the declines. We believe these results validate our approach and reveal the benefits of our service.
 
The firm managed example accounts shown in the chart were chosen because they are typical of 100% growth allocation and 50% growth/50% fixed-income allocation style results, not because they represent the best returns for those allocation styles. The results shown utilize quarterly total returns data from the actual example accounts and reflect dividend reinvestment, net cash flow (contributions and withdrawals), and the same active management strategy and tactics applied to all client accounts of the same allocation styles. The results of other actual accounts representing the same or different allocation styles would vary somewhat from the results shown, due to differences in the amount and timing of net cash flows.

Past performance is no guarantee of future results and should not be used to predict future rates of return. All investments involve different degrees of risk. You should be aware of your risk tolerance level and financial situations at all times, and you should read all transaction confirmations, and monthly and year-end statements.

Sabin Investment Management, Inc. is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission (SEC).
 
The Secret of Our Success
By the measure of annualized total returns, we are in the top 10% of all money managers.  After nearly a decade of dramatic out-performance, we are often asked by prospective clients how is it possible that we have been able to consistently beat the broad stock market.  The following are some of the reasons why we believe we have been so successful:
  1. We consider risk management a top priority:
    • We always have a plan to sell to limit losses.
    • We are willing to hold large cash positions during turbulent times.
    • We utilize sound rules of diversification.
  2. We research.  We have reasons for every investment we make.
  3. We look for the most favorable risk/reward relationships.
  4. We not only try to choose the most attractive sectors but we look for the top funds and fund managers in those sectors.  Most of the funds we have chosen have added extra return over and above that sector’s index.
  5. We use both fundamental and technical analysis.
  6. We listen to good ideas from other smart investment professionals.
  7. We aren’t too diversified.  Over diversification produces index-type results.
  8. We are comfortable being contrarians.
  9. We are willing to change direction if conditions change.
  10. We have invaluable experience.  Alone, Larry has 28 years of direct investing experience.
  11. We have a high level of skepticism.  We aren’t easily convinced of an investment’s merits.
  12. We are not focused on commissions because we aren’t paid commissions.
  13. We really like what we do.
 
 
 

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