Expert-managed portfolios tailored to your financial goals.
An absolute return–focused equity strategy built around a diversified basket of 25–30 momentum-driven, low-risk stocks.
Founder and specialist in Behavioural Portfolio Management for HNI investors, combining data-driven investing with human... Founder and specialist in Behavioural Portfolio Management for HNI investors, combining data-driven investing with human insight. Passionate trekker and music enthusiast. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.89% | -0.51% | 2.4% |
| 3 Months | 2.82% | -3.8% | 6.62% |
| 6 Months | 8.69% | 3.36% | 5.33% |
| 1 Year | 22.82% | 15.07% | 7.75% |
| 2 Year | 6.73% | 8.29% | -1.56% |
| 3 Year | 15.86% | 14.64% | 1.22% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.08% | 11.29% | 1.79% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.52% | 1.89% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.52% | 2.4% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.5% | -10.68% | 6.99% | 2.42% | 5.72% | 1.98% | -0.99% | -3.4% | 3.38% | 1.21% | 1.04% | 1.44% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -2.05% | -4.89% | 0.68% | -1.06% | 3.8% | -1.39% | 1.78% | -2.19% | 2.61% | -3.41% | -0.88% | 1.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 3.6% | 5.44% | 6.91% | -1.34% | 0.63% | -8.17% | 0.27% | -4.63% |
| Benchmark | -- | -- | -- | -- | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | 3.57% | -1.33% | 2.91% | -2.7% | -1.65% | -2.05% | 0.53% | -2.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 213 | 216.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 197 | 177.5 | 192.8 | 200 | 210.2 | 211.3 | 211.2 | 203.7 | 210.1 | 213.1 | 214.5 | 215.9 |
| 2024 | -- | -- | -- | -- | 172.8 | 188.6 | 207.9 | 209.8 | 211.6 | 201 | 207.5 | 198.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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Claude
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