Expert-managed portfolios tailored to your financial goals.
A bottom-up, research-driven equity portfolio focusing on quality companies held for long-term compounding.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.72% | -0.84% | 0.12% |
| 3 Months | -2.72% | -4.26% | 1.54% |
| 6 Months | 8.33% | 2.4% | 5.93% |
| 1 Year | 26.86% | 12.56% | 14.3% |
| 2 Year | 5.54% | 6.03% | -0.49% |
| 3 Year | 11.1% | 12.29% | -1.19% |
| 5 Year | 9.71% | 10.37% | -0.66% |
| Since Inception | 6.96% |