Recently we completed two years of managing clients’ accounts at Motiwala Capital. We are pleased with the results so far. Ofcourse, the rising market has helped a great deal. In fact, it may be difficult to distinguish skill v/s luck over short periods of time. Long time readers know that we have not reported performance in our quarterly letters to date. We have alluded to the performance of our stock picks in our Q4 2011 and Q4 2012 letters to clients.
We have just released our performance of managed accounts in 2011 and 2012. You can read it here along with the notes