Francois Rochon - Giverny Capital
As of Q2 2026, Francois Rochon reported 51 long-equity positions worth $2.97B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.74%
- 1-year
- +9.02%
- 3-year
- +43.32%
- 5-year
- +38.34%
- 3-year vs S&P 500
- -28.92%
- 5-year vs S&P 500
- -35.76%
- 5-year top 5
- +8.40%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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