2024 · Documented public record
2024 annual letter
Decision — Ran the portfolio to +24.9% (−2.0% vs benchmark). Context: 2024 annual letter (via SA republication). Outcome (known): 31st consecutive year documented in the returns table.
François Rochon on Quality Businesses
2 INDEXED REFERENCES2015–20242 SHOWN FREE
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2015 · Documented public record
2020 annual letter
Decision — Bought AMETEK. Context: Five-year post-mortem in the 2020 letter. Outcome (known): EPS +50% (2015–19); stock more than doubled.
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