Expert-managed portfolios tailored to your financial goals.
The strategy follows a bottom-up, QGLP-based framework (Quality, Growth, Longevity, Price) with a focused portfolio of up to 30 stocks across large, mid, and small caps. It emphasizes margin of safety, disciplined allocations, and a medium-to-long-term ho
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.73% | 0.45% | 0.28% |
| 3 Months | -8.57% | -3.13% | -5.44% |
| 6 Months | -6.04% | 3.24% | -9.28% |
| 1 Year | 12.46% | 17.3% | -4.84% |
| 2 Year | 8.21% | 8.3% | -0.09% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 23.39% | 18.46% | 4.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.88% | 0.73% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.54% | 0.28% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -16.47% | -12% | 10.68% | 1.71% | 10.78% | 1.47% | -1.52% | -3.94% | 2.2% | 3.23% | -2.6% | -2.53% |
| 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 | -13.04% | -4.26% | 3.36% | -1.47% | 7.24% | -2.21% | 1.19% | -2.19% | 0.96% | -1.04% | -3.56% | -2.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.36% | -1.51% | 12.4% | 5.58% | 4.02% | 4.95% | -3.66% | 1.95% | 5.08% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.92% | -2.34% | 5.35% | 1.14% | 3.06% | 2.86% | 2.79% | 1.89% | 6.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3405.7 | 3461.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 2268.6 | 2096.4 | 2402 | 2519.4 | 2866.2 | 3010 | 3111 | 3132.2 | 3349 | 3579.4 | 3585.8 | 3601.4 |
| 2024 | -- | -- | -- | 1114.3 | 1193.1 | 1443.5 | 1623.6 | 1786.4 | 1997.5 | 2070.1 | 2223.5 | 2514.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
