80-20 Investor Best of the Best Selection – February 2025 Update

Of the 30 funds in January's BOTB selection 15 funds have retained their place this month. While this is the lowest number for some time, the BOTB still performed very strongly during January, with the average return across the selection being over 3%. However, as you can see in the chart below, January's BOTB lagged its benchmarks after it took a hit following the launch of the new Chinese DeepSeek AI model, which sent US tech stocks into a tailspin. Ultimately, the selection did recover to finish the month at a new all-time high, as shown in the chart at the foot of this article. In fact, the BOTB has now crossed the 100% profit mark, meaning that it has now doubled in value since its inception in 2014.

Digging deeper into the performance of the funds within the BOTB during January, the table below highlights the top performers.