GIPS® Composite Performance
Executive Summary
The Global Investment Performance Standards (GIPS®) Composite report covers the investment results for multiple strategies managed by Vann Equity Management between 2018 and 2025. These strategies span US large‑cap growth and value equities, international ADR equities, index‑based ETF portfolios (global, international and small/mid), real estate investment trusts (REITs) and structured notes. For each composite you will find annual gross and net returns, benchmark comparisons, dispersion statistics, risk metrics and multi‑year performance figures. The report adheres to the GIPS® standards and includes detailed notes, composite descriptions and benchmark definitions. GIPS® Composite reports are prepared and presented in compliance with the GIPS® standards.
Objective
Provide complete, GIPS®‑compliant performance data for Vann Equity Management's investment composites. Adhere to global ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure.
Highlights
The International ADR composite delivered a gross return of 13.46% in 2024 vs MSCI EAFE benchmark of 3.82%.
Risk Profile
Risk levels vary across strategies: equity composites generally exhibit higher dispersion and volatility than index‑based ETF portfolios, and smaller‑cap strategies tend to have larger drawdowns in challenging years.