Expert-managed portfolios tailored to your financial goals.
A bottom-up, research-led portfolio strategy blending growth and value opportunities across sectors.
He has extensive experience in capital markets and wealth management, with a focus on research-driven equity investing a... He has extensive experience in capital markets and wealth management, with a focus on research-driven equity investing and portfolio construction. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.09% | 0.45% | -1.54% |
| 3 Months | 0.01% | -3.13% | 3.14% |
| 6 Months | 3.73% | 3.24% | 0.49% |
| 1 Year | 9.63% | 17.3% | -7.67% |
| 2 Year | -0.53% | 8.09% | -8.62% |
| 3 Year | 6.49% | 17.66% | -11.17% |
| 5 Year | 27.43% | 14.78% | 12.65% |
| Since Inception | 20.25% | 13.21% | 7.04% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.91% | -1.09% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 4.25% | -1.54% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.27% | 0.21% | -0.14% | 1.56% | 3.61% | 4.34% | -3.03% | -0.58% | 0.28% | -0.06% | 3.49% | 0.21% |
| 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 | 0.16% | 7.95% | -7.46% | -1.62% | 0.07% | 0.66% | -0.32% | 1.17% | -0.96% | -4.33% | 2.53% | 0.45% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -4.29% | -1.61% | 0.69% | -1.02% | 2.42% | -0.2% | -0.19% | 0.32% |
| Benchmark | -- | -- | -- | -- | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -5.12% | -8.66% | -3.75% | -1.98% | 0.33% | 6.25% | -0.25% | 1.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.9 | 14.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.5 | 1.8 | 1.8 | 1.8 | 1.8 | 1.9 | 1.9 | 2.3 | 3.3 | 6.3 | 6.3 | 6.9 |
| 2024 | -- | -- | -- | -- | 0.9 | 0.9 | 0.9 | 0.9 | 1.5 | 1.5 | 1.5 | 1.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
