Richmond Club IndexTSX Venture
S&P 500
Theoretical Richmond
Fund 1% MER
Berkshire Hathaway
19.74%
-7.31%
5.85%
13.96%
9.40%
Celebrating its 19th year of helping its members
outperform the market

The Richmond Club is celebrating its 19th year of helping its members outperform the market by providing them with ongoing information about the undervalued companies with excellent growth potential that Greg Beckett, CIM, FCSI has selected for the Richmond Index. To be invited to future luncheon events and to receive a link to the latest CEO presentations, please email us your coordinates.

To be selected for inclusion in the Richmond Index, a stock must have high growth potential and be undervalued as a result of a lack of investor exposure. These stocks tend to rise to their fair market value as a result of the investor exposure that Richmond Index listed companies receive through the internet, and Richmond Club luncheon events.

The Richmond Club members are a mix of investment advisors, fund managers, accredited investors, analysts and members of the media.

In July 2005, the Richmond Club appointed Greg Beckett who is currently a Chartered Investment Manager (CIM) with Beckett Wealth Management Inc., to be solely responsible for doing the research and stock selecting for the Richmond Cub Index. The companies that Greg selects for the index are a result of a three step process:

  1. Top-down analysis,
  2. Bottom-up analysis and,
  3. CEO interviews for those companies who made it?through the first two screens.

The Richmond Club is celebrating its 16th year of helping its members profit from undervalued companies with excellent growth potential. Richmond Club members are a mix of investment advisors, fund managers, analysts and members of the media.

Index rules:

  1. Each company is added to the index on the first rebalancing day after Greg selects them. They remain there for twelve months +/- twenty business days at which point they are removed. Technical analysis is used to determine which of the last forty days the company will be removed on.
  2. The index is re-balanced each month on the day that Greg removes a company. For those months that no companies are removed, the index is rebalanced on the last business day of the month. All companies are equally weighted.