Bonside’s RRA Delivers Uncorrelated Returns

The Market

This year, traditional equity investments have seen significant losses in value.

Interest rate hikes, valuation corrections in the tech sector, and other macroeconomic factors have pushed stock prices and portfolio values down over 20% from January 1.

Bonside’s RRA

But for Bonside investors, returns are purely dependent on a business’ revenues.

Our businesses continue to generate revenue, uncorrelated with the majority of factors that impact stock prices on a given day.

Year to date, the sales of Bonside’s businesses are up over 20%, meaning greater returns for investors than in public equities.

Corporate valuations, interest rate hikes, and other unpredictable factors aren’t impacting the sales of our businesses. If the pandemic proved anything, it’s the consistency of bricks-and-mortar businesses within their communities.