Expert-managed portfolios tailored to your financial goals.
The strategy focuses on investing in companies with strong pedigree, proven business models, and quality management. Moderate diversification is adopted to balance growth opportunities with risk mitigation.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11.46% | -11.37% | -0.09% |
| 3 Months | -10.51% | -13.94% | 3.43% |
| 6 Months | -9.7% | -9.62% | -0.08% |
| 1 Year | 9.04% | -3.12% | 12.16% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 11.91% | -0.96% | 12.87% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.59% | 2.7% | -11.46% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.75% | 2.25% | -0.09% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -4.61% | 9.06% | 6.51% | 8.85% | 5.07% | -1% | -0.99% | 1.12% | 3.35% | -1.75% | -- |
| Benchmark | -- | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -- | 3.13% | 1.74% | 3.33% | 5.31% | 1.39% | 1.71% | 0.76% | -0.12% | -0.92% | -2.71% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.7 | 11 | 9.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | 2.5 | 3.6 | 4.2 | 5.4 | 6.2 | 6.3 | 6.4 | 6.9 | 8.2 | 11.6 | -- |
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
Perplexity
