To deliver consistent, market-beating returns through a rules-based, data-driven process focused on long-term compounding
Himanshu Patel
Himanshu Patel is the Fund Manager for the Agile Strategy at East Green PMS, where he leads portfolio construction, rese... Himanshu Patel is the Fund Manager for the Agile Strategy at East Green PMS, where he leads portfolio construction, research, and execution. With deep expertise in equity markets, active fund management, and thematic investing, he specializes in identifying high-conviction opportunities across sectors and dynamically reallocating capital in line with market conditions. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 14.73% | -0.09% | 14.82% |
| 3 Months | 19.21% | 3.86% | 15.35% |
| 6 Months | 36.33% | 1.43% | 34.9% |
| 1 Year | 52.34% | 4.72% | 47.62% |
| 2 Year | 13.26% | -0.11% | 13.37% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 19.29% | 5.71% | 13.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.36% | 3.29% | -8.07% | 16.9% | 6.42% | 8.49% | -- | 14.73% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | -- | -0.09% | -- | -- | -- | -- |
| Alpha | 0.98% | 2.84% | 3.3% | 6.52% | 6.59% | 6.76% | -- | 14.82% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.02% | -1.93% | 0.2% | -10.37% | 9.25% | 3.79% | -1.05% | -1.16% | 1.58% | 1.38% | -0.68% | 8.33% |
| 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 | -3.59% | 5.81% | -7.12% | -13.55% | 5.71% | 0.11% | 1.66% | 0.59% | 0.34% | -2.89% | -1.64% | 8.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0% | 4.03% | 7.16% | 2.84% | -0.85% | -6.21% | -2.36% | 2.11% |
| Benchmark | -- | -- | -- | -- | 0% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | 0% | -3.02% | 2.72% | 1.88% | -2.94% | 0.24% | -2.42% | 3.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.8 | 4 | 3.7 | 4.7 | 6.1 | 6.3 | -- | 8.4 | -- | -- | -- | -- |
| 2025 | 4.8 | 4.6 | 4.6 | 2.7 | 3 | 3.6 | 3.6 | 3.6 | 3.9 | 4 | 3.8 | 4.1 |
| 2024 | -- | -- | -- | -- | 0.2 | 1.2 | 2.4 | 3.1 | 4.2 | 5.2 | 5.1 | 5.1 |
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Claude
Perplexity
