|
SMH's investment philosophy has been exhibited
through investments in the following companies.
Investments in publicly traded companies are
selected and managed by SMH.
Update: All new investing ended on
April 30, 2008.
PRIVATE EQUITY INVESTMENTS
Harbor Development Group LLC
Headquarters: Washington, DC
Business: Residential real estate rehab,
primarily single family homes.
Status: divested at 27% average annual return.
PUBLIC
INVESTMENTS
SMH
Managed Investments v. S&P
|
SMH Portfolio
Average Annual Return
through Apr 30, 2008 |
S&P
Average Annual Return
through Apr 30, 2008 |
SMH
v. S&P |
|
33.2% |
7.7% |
25.5% |
7
FAVORITES
| |
Average Annual Returns
through Apr 30, 2008 |
|
STOCK |
Stock Return |
S&P
Return |
Stock v. S&P |
Business:
Sells
educational software that
facilitates online teaching...one of the big
trends.
|
46.7% |
14.5% |
32.2% |
|
Business:
Meican restaurants |
105.5% |
6.8% |
98.7% |
|
Business:
Sells
beverages, including the street credible
Monster Energy drink, smoothies and juices. |
89.5% |
13.9% |
75.6% |
|
Business:
Temperature-activated polymer products |
7.4% |
5.6% |
1.8% |
Business:
Sells
cool speech and imaging software for
businesses. |
134.7% |
3.1% |
131.6% |
Business:
Test prep. |
2.2% |
2.3% |
-0.1% |
Business:
Sells
tools
to advertise and sell through
email, display/web advertising, etc.
Huge area. |
34.1% |
9.6% |
24.5% |
|
All others |
14.8% |
7.5% |
7.3% |
*Investments in publicly traded
companies are selected and managed by
SMH. They represent equity
investments owned by SMH or it's
management.
Note: Returns exclude dividends and
commissions. Returns are generally
compound (geometric) returns.
Investments purchased less than a year
show actual performance rather than
average. For these investments,
the average effectively uses the
performance from a few months to project
over the whole year and distorts how SMH
reviews the performance of these
investments.
Disclaimer: S Murphy Holdings LLC,
its management and anyone affiliated
with the Company do not provide
investment advice and are not investment
advisors. The companies
listed are not recommendations. |
