NEW YORK, N.Y. (Nov. 21, 2018) - Under the direction of 22-year-old founder Alexander Parker, New York City-based asset management firm Buxton Helmsley has continued its record of outperformance, delivering an average gain of 21.65% (net of advisory fees) from January 1st to November 19th, 2018. Over that same reporting period, the S&P 500 index delivered a meager return of 2.38%.
"While equity markets have been rattled continuously throughout 2018, we have continued to find and add immense value through our risk-averse, value-oriented strategy", says Parker. "We continue to retain our stance of extreme caution as we close out the year, exploring all risks and opportunities."
Buxton Helmsley assets are custodied independently by Interactive Brokers LLC and Charles Schwab & Co., transactions brokered by respective account custodians. Relevant disclosures surrounding performance disclosed herein immediately follow release.
The Buxton Helmsley Group, Inc. is a premier financial services, asset management and securities research firm, providing an array of services to a diversified groups of individuals, corporations, trusts and other entities. The firm is headquartered in New York City and a wholly-owned subsidiary of Buxton Helmsley Holdings, Inc.
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Relevant Disclosures: The referenced S&P 500 return of 2.38% is a time-weighted cumulative return from the close of the market on December 31st, 2017 to November 19th, 2018. The referenced 21.65% return is the time-weighted cumulative return of all accounts managed by The Buxton Helmsley Group, Inc. (net of advisory fees deducted from accounts during reporting period), excluding accounts of which itself or an affiliated entity holds a proprietary interest (directly or indirectly), managed 401(k) accounts and those accounts not subject to advisory fees during the reporting period. Due to varying strategies of individual clients included in reporting period, client returns varied significantly, not all individual accounts having returned more than the S&P 500 benchmark used in determining "outperformance".
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