Expert-managed portfolios tailored to your financial goals.
Focus on a select set of companies rather than a broadly diversified portfolio, taking concentrated positions in high-conviction ideas. The strategy emphasizes long-term investing, identifying businesses with robust growth potential, strong management, an
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -9.01% | -11.37% | 2.36% |
| 3 Months | -5.1% | -13.94% | 8.84% |
| 6 Months | -1.28% | -9.62% | 8.34% |
| 1 Year | -2.64% | -3.12% | 0.48% |
| 2 Year | 4.21% | 1.32% | 2.89% |
| 3 Year | 14.78% | 12.89% | 1.89% |
| 5 Year | 9.32% | 11.76% | -2.44% |
| Since Inception | 9.77% | 15.71% | -5.94% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.88% | 9.64% | -9.01% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.54% | 9.19% | 2.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.42% | -7.85% | 8.34% | -0.33% | 7.07% | 0.48% | -5.12% | -2.04% | -1.03% | 3.02% | 1.09% | -0.12% |
| 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 | -2.99% | -0.11% | 1.02% | -3.51% | 3.53% | -3.2% | -2.41% | -0.29% | -2.27% | -1.25% | 0.13% | 0.12% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.35% | 2.97% | 6.96% | 6.39% | 1.93% | 0.72% | -7.89% | -0.75% | 1.12% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 3.91% | 2.14% | -0.09% | 1.95% | 0.97% | -1.37% | -1.44% | -0.81% | 2.62% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1484.8 | 1666.4 | 1505.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1788.2 | 1652.6 | 1795.3 | 1818.8 | 1935.3 | 1942.9 | 1819.8 | 1768.8 | 1714.7 | 1721.9 | 1685.7 | 1603.6 |
| 2024 | -- | -- | -- | 1447.9 | 1516.9 | 1648.9 | 1825.8 | 1871.3 | 1948.9 | 1839.6 | 1839.2 | 1879.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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