Expert-managed portfolios tailored to your financial goals.
Adopts a disciplined, research-driven strategy that combines both fundamental and technical analysis to select stocks. The approach emphasizes quality businesses with strong management, robust financials, and the potential for consistent earnings growth,
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 6.09% | 0.45% | 5.64% |
| 3 Months | -3.63% | -3.13% | -0.5% |
| 6 Months | -6.79% | 3.24% | -10.03% |
| 1 Year | 10.32% | 17.3% | -6.98% |
| 2 Year | 4.65% | 8.09% | -3.44% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 16.04% | 14.31% | 1.73% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.29% | 6.09% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.95% | 5.64% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.46% | -13.19% | 6.27% | -1.61% | 13.04% | 2.18% | -0.8% | -1.21% | 1.27% | 1.55% | -5.95% | -2.02% |
| 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 | -7.03% | -5.45% | -1.05% | -4.79% | 9.5% | -1.5% | 1.91% | 0.54% | 0.03% | -2.72% | -6.91% | -1.78% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 19.34% | -4.04% | 4.23% | 4.59% | 3.13% | 2.16% | 1.33% | -1.51% | -1.55% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 15.9% | -4.87% | -2.82% | 0.15% | 2.17% | 0.07% | 7.78% | -1.57% | -0.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 136.9 | 145.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 150.9 | 132.2 | 141.9 | 136.2 | 154.7 | 158.8 | 159.6 | 158.3 | 162.1 | 165.2 | 155.6 | 150.2 |
| 2024 | -- | -- | -- | 113.6 | 111.5 | 129.9 | 139.4 | 150.6 | 158.8 | 165.6 | 165.7 | 166.2 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
