Sunrise Capital: Trend Following Pioneer

One of the more under the radar trend followers is Sunrise Capital out of sunny Southern California. They have been at it for 30 years:

Sunrise currently manages over $1.1 billion for clients around the globe. Through November 30, 2008, Sunrise’s domestic fund is up 33.1% YTD and since January 1, 1995, Sunrise’s domestic fund has averaged returns of over 13% annually. By trading in a wide range of diverse global markets and utilizing other innovative risk management techniques, Sunrise has delivered positive results for investors in 87% of the rolling 12 month periods since January 1, 1995.

Those numbers compounded for 30 years would make most people who have been buying and holding very happy.

Filed under Trend Following