Expert-managed portfolios tailored to your financial goals.
long-only large cap biased portfolio with long-term theme based investing
Kenneth has rich and diverse experience across industries including software (i2 Technologies in Dallas), luxury watches... Kenneth has rich and diverse experience across industries including software (i2 Technologies in Dallas), luxury watches (LVMH in India), financial advisory (Kotak Wealth Management), offshore hedge funds (Edelweiss Capital) and real estate (Brokers Please Excuse and Edelweiss Real Estate). After working in South Korea, Malaysia and the United States, he returned to India in 2002 and has since been part of its rapid growth journey. Passionate about India’s development, he looks forward to contributing to the country’s next phase of growth. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.97% | -0.51% | 4.48% |
| 3 Months | 1.91% | -3.8% | 5.71% |
| 6 Months | 8.25% | 3.36% | 4.89% |
| 1 Year | 22.29% | 15.07% | 7.22% |
| 2 Year | 3.27% | 8.29% | -5.02% |
| 3 Year | 18.22% | 14.64% | 3.58% |
| 5 Year | 15.99% | 12.95% | 3.04% |
| Since Inception | 16.98% | 13.62% | 3.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.33% | 3.97% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.71% | 4.48% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.85% | -9.46% | 7.56% | 1.46% | 4.12% | 4% | -2.59% | -1.86% | 2.29% | 3.12% | 0.71% | 0.36% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -2.4% | -3.67% | 1.25% | -2.02% | 2.2% | 0.63% | 0.18% | -0.65% | 1.52% | -1.5% | -1.21% | 0.64% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.38% | 0.52% | 1.31% | 3.38% | -3.49% | 1.74% | -5.74% | 0.17% | -4.21% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 5.14% | 0.49% | -5.46% | -0.62% | -4.85% | -0.54% | 0.38% | 0.43% | -2.19% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 142 | 145 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 220.7 | 152 | 164.5 | 161.9 | 164.9 | 161.8 | 153.9 | 148.5 | 148.2 | 152 | 148.6 | 145.8 |
| 2024 | -- | -- | -- | 192.7 | 237.9 | 254.8 | 276.2 | 268.1 | 272.8 | 259.5 | 262.1 | 228.8 |
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