Expert-managed portfolios tailored to your financial goals.
The strategy focuses on investing in quality businesses with strong fundamentals, durable competitive advantages, and capable management, acquired at reasonable valuations. By holding such companies over extended periods, the approach seeks to compound we
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -13.16% | -11.37% | -1.79% |
| 3 Months | -18.58% | -13.94% | -4.64% |
| 6 Months | -21.26% | -9.62% | -11.64% |
| 1 Year | -13.96% | -3.12% | -10.84% |
| 2 Year | 2.93% | 1.32% | 1.61% |
| 3 Year | 17.65% | 12.89% | 4.76% |
| 5 Year | 33.59% | 11.75% | 21.84% |
| Since Inception | 40.73% | 12.87% | 27.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.11% | -1.2% | -13.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.77% | -1.65% | -1.79% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.24% | -12.11% | 0.69% | 2.62% | 10.74% | 3.39% | -2.53% | -4.93% | 0.36% | 1.91% | -3.43% | -1.73% |
| 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 | -2.81% | -4.37% | -6.63% | -0.56% | 7.2% | -0.29% | 0.18% | -3.18% | -0.88% | -2.36% | -4.39% | -1.49% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 13.24% | -1.37% | 12.33% | 8.89% | 4.84% | -0.28% | -1.43% | 3.43% | 1.91% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 9.8% | -2.2% | 5.28% | 4.45% | 3.88% | -2.37% | 5.02% | 3.37% | 3.41% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 779.1 | 792.5 | 711.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 614.4 | 550.1 | 582.2 | 621.6 | 720.6 | 770.3 | 773.7 | 754.3 | 776 | 805.1 | 783.3 | 788.5 |
| 2024 | -- | -- | -- | 655.1 | 638.5 | 683.8 | 668.6 | 628.4 | 620.1 | 607.5 | 637.3 | 637.8 |
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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