Expert-managed portfolios tailored to your financial goals.
The strategy seeks to invest in a focused portfolio of companies with strong competitive moats, aiming for sustained long-term earnings growth.
Ashvin Shetty, CFA, is an investment professional at Marcellus Investment Managers, specializing in portfolio management... Ashvin Shetty, CFA, is an investment professional at Marcellus Investment Managers, specializing in portfolio management and research to identify high-quality companies with long-term growth potential. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.76% | 0.45% | -1.21% |
| 3 Months | -6.98% | -3.13% | -3.85% |
| 6 Months | -8.36% | 3.24% | -11.6% |
| 1 Year | 5.57% | 17.3% | -11.73% |
| 2 Year | -0.6% | 8.09% | -8.69% |
| 3 Year | -0.39% | 17.66% | -18.05% |
| 5 Year | 2.12% | 14.78% | -12.66% |
| Since Inception | 10.72% | 16.89% | -6.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.01% | -0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.67% | -1.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.54% | -9.6% | 5% | 0.43% | 8.43% | 3.93% | -0.71% | -2.37% | -2.01% | 1.02% | -0.47% | -2.36% |
| 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 | -1.11% | -1.86% | -2.32% | -2.75% | 4.89% | 0.25% | 2% | -0.62% | -3.25% | -3.25% | -1.43% | -2.12% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 10.07% | -4.24% | 10.43% | 3.97% | -2.06% | 0.46% | -1.31% | 0.13% | -0.82% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 6.63% | -5.07% | 3.38% | -0.47% | -3.02% | -1.63% | 5.14% | 0.07% | 0.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 146.8 | 138.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 297.4 | 258.1 | 267.3 | 259.8 | 264.5 | 248 | 226.6 | 207.8 | 186.7 | 180.2 | 172.8 | 163.4 |
| 2024 | -- | -- | -- | 491.6 | 429.6 | 442 | 433.7 | 403.8 | 381.5 | 356.6 | 339 | 326.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
