Kat Chen Partners’ Results vs. the S&P 500 

To Partners- please note, the “…Value of Investment in Kat Chen Partners” column below beginning in 2016 reflects the minimal returns of all partners’ results (value in that column in 2015 and prior reflects an average of all partners' results), therefore, numbers shown below may differ from your own investment statement results because partners invested their money at different times and thus prices stocks were bought at differed. Also, please note that numbers below for year 2012 only include the second half of 2012 because that was when Kat Chen Partners was officially reincorporated and reestablished from my college years. 2017 numbers only include the first half (January through June) of 2017 as we are only part way through the year, and will be updated at year-end. New results will be posted January 15th and July 15th every year: