Expert-managed portfolios tailored to your financial goals.
• Concentrated investment approach of 20-25* carefully identified businesses across range of market capitalization\n• Focused portfolio of mid-sized businesses with a proven track record which could go on to become much larger thereby creating s
TEDx Speaker & Author of an Amazon International Bestseller book titled "Sales Booster". \r\nFounder &... TEDx Speaker & Author of an Amazon International Bestseller book titled "Sales Booster". \r\nFounder & CEO of Meri Zimmedari Foundation.\r\nMBA ( Sales & Marketing ) & Certified Financial Planner ( CFP ) with more than 24 years of experience in Sales & Distribution, Products, Strategy & Customer Service. Guest Lecturer at MBA Institutes. Views expressed are personal. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.64% | 0.45% | 1.19% |
| 3 Months | -2.17% | -3.13% | 0.96% |
| 6 Months | 1.56% | 3.24% | -1.68% |
| 1 Year | 17.14% | 17.3% | -0.16% |
| 2 Year | 4.99% | 8.09% | -3.1% |
| 3 Year | 12.55% | 17.67% | -5.12% |
| 5 Year | 9.51% | 14.76% | -5.25% |
| Since Inception | 10.47% | 13.56% | -3.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.6% | 1.64% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.74% | 1.19% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.31% | -13.35% | 12.91% | 2.21% | 7.22% | 2.2% | -6.73% | -2.21% | -0.88% | 4.22% | 0.49% | -1.17% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -2.88% | -5.61% | 5.59% | -0.97% | 3.68% | -1.48% | -4.02% | -0.46% | -2.12% | -0.05% | -0.47% | -0.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.84% | 2.73% | 5.91% | 3.44% | 2.43% | 0.17% | -4.31% | 0.77% | -1.99% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.4% | 1.9% | -1.14% | -1% | 1.47% | -1.92% | 2.14% | 0.71% | -0.49% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 457.6 | 423.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 607.1 | 519.4 | 577.6 | 583.1 | 611.9 | 619.1 | 551.4 | 538.6 | 516.2 | 533.5 | 528 | 482.1 |
| 2024 | -- | -- | -- | 751.3 | 751.6 | 766.8 | 777.4 | 754.1 | 730.9 | 689.1 | 685.8 | 667.4 |
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