Name Net new
positions
New positions Closed positions Return since
31 Dec ‘13
2026
4 7 3 89%
2027
4 6 2 9.35%
2028
4 5 1 910%
CAAS icon
2029
China Automotive Systems
CAAS
$137M
4 8 4 42.9%
2030
4 6 2 68.7%
2031
4 7 3 97.5%
2032
4 6 2 10.2%
2033
4 6 2 177%
2034
4 5 1 137%
2035
4 5 1 177%
NUW icon
2036
Nuveen AMT-Free Municipal Value Fund
NUW
$259M
4 8 4 5.07%
2037
4 7 3 4,567%
2038
4 7 3 71.8%
2039
4 5 1 320%
2040
4 5 1 427%
2041
4 8 4 99.8%
2042
4 7 3 340%
2043
4 6 2 350%
2044
4 5 1 421%
2045
4 7 3 98.8%
2046
4 4 0 113%
2047
4 7 3 3.06%
2048
4 5 1 21.3%
2049
4 6 2 302%
2050
4 4 0 195%