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Willis Investment Counsel has maintained annual equity portfolio rate of return and performance information since 1982. Our performance record includes the performance of our fully discretionary client portfolios. This performance information provides detailed data describing our stock, bond, and balanced portfolio return history. For example, we maintain, and would be pleased to provide, the following performance data:

  • Annual equity returns for each year 1982-2019; net of fees
  • Returns for rolling one-, three-, five-, and ten-year periods ending as of the most recent quarter; net of fees
  • Compound annual growth rates for our 40-year history; net of fees
  • Risk-adjusted return data using the Sharpe Ratio

Willis Investment Counsel’s returns have been independently verified for the periods of January 1, 1997 through December 31, 2016 by Ashland Partners & Company, LLP and for periods after January 1, 2017 by ACA Performance Services, LLC.

Each Independent Verifier’s Report issued by Ashland Partners & Company, LLP and ACA Performance Services, LLC to Willis Investment Counsel is available for inspection in the Willis Investment Counsel offices. A complete list and description of all Willis Investment Counsel composites is available upon request.

For more information about our performance history, please contact us. In addition, please see our Performance Information and our Regulatory Disclosures at SEC Registration to learn more about our rate of return computation methodology.

Willis Investment Counsel is an independent investment management firm specializing in the management of equity, fixed income, and balanced portfolios for individuals, institutions, corporations, foundations, and endowments. For more than 40 years, we have managed portfolios for a wide array of clients. Since inception, the firm has operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. Willis Investment Counsel is owned and managed by its five principals.