Fact Sheet

gic102

Real Name:

Garrett Chan

Location:

Canada

Inception:

30-Jun-09

Ann. Return:

121.12%

Valuation:

Capitalization Bias:

None

Long/Short:

Long

Investor Type

Match to You Complete this to determine how this member matches to you.	Approach:
Match to You Complete this to determine how this member matches to you.	Risk Profile:
Match to You Complete this to determine how this member matches to you.	Holding Period:
Match to You Complete this to determine how this member matches to you.	Focus:

Investment Style

Low risk; big payoffs. The goal is to achieve the famous 50% per annum Warren Buffett guaranteed he could achieve given a small capital base of less than $1M.

My style is very much a mix of my major influences. Briefly summed up, my ideal stock would be a Peter Lynch grower that generates Berkowitz free cash flow. selling at Graham prices due to a Greenblatt special situation or with one in the near future.

Munger and Sun Tzu are the ones that really get the cogs in my brain working when evaluating an unfamiliar situation.

How gic102 Got Started

Major Influences:

-Ben Graham
-Peter Lynch
-Warren Buffett
-Charlie Munger
-Bruce Berkowitz
-Joel Greenblatt
-George Soros
-Sun Tzu

Job Title:

n/a

Industry:

n/a

Investment Exp.:

1-5 years

Born:

n/a

Education:

n/a

Qualifications:

n/a

Latest Blog Post

Covestor Unsupported Holding (10-Aug-09)
On July 22, 2009, bought warrants @ $0.255 (allocation: 5% of portfolio)Brick Group Income Fund Warrants (CA:BRK.WT)Exercisable at $1 for one unit of (CA:BRK.UN)Expiry May 27, 2014... View Blog

Performance

	gic102	S&P/TSX Composite
Return Since Inception	77.14 n/a
Month to Date Return	-3.31 n/a	3.53
Last 3 Months Return	18.00 n/a	1.59
Last 12 Months Return	n/a n/a	43.17
Annualized Return	121.12 n/a	1.76
Projected Alpha	103.32
Beta	0.63