Focused on fundamental stock selection within small and mid-cap segments, combining growth potential with valuation discipline to capture long-term upside while managing risks inherent in smaller companies.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.2% | -0.09% | 1.29% |
| 3 Months | 9.61% | 3.86% | 5.75% |
| 6 Months | 13.72% | 1.43% | 12.29% |
| 1 Year | 3.07% | 4.72% | -1.65% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -0.94% | 1.79% | -2.73% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.4% | 1.54% | -14.04% | 19.15% | 1.28% | 5.14% | 3.01% | 1.2% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | -3.06% | 1.09% | -2.67% | 8.77% | 1.45% | 3.41% | 0.82% | 1.29% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | 1.88% | -4.23% | -2.02% | -0.97% | 1.1% | -2.76% | -1.99% |
| Benchmark | -- | -- | -- | -- | -- | 2.11% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | -0.23% | -1.52% | -0.27% | -2.21% | -3.17% | -3.72% | -1.75% |
| 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 | 78.6 | 97.3 | 90 | 113.8 | 114 | 124 | 136.7 | 153.2 | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | 2.6 | 11.5 | 22 | 46.7 | 59.8 | 66.5 | 79.1 |
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Claude
Perplexity
