Expert-managed portfolios tailored to your financial goals.
The strategy combines multiple investment styles and time horizons, integrating bottom-up stock selection with top-down sector and global allocation. It follows a focused, high-conviction dual portfolio of secular compounders for growth and deep-value opp
Co-Founder of Moneyjar and Director at Wave PMS, he is a University of Illinois Urbana-Champaign alumnus and a macro-dri... Co-Founder of Moneyjar and Director at Wave PMS, he is a University of Illinois Urbana-Champaign alumnus and a macro-driven asset allocator with expertise in building dynamic investment strategies. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.71% | -11.37% | 0.66% |
| 3 Months | -8.96% | -13.94% | 4.98% |
| 6 Months | -9.16% | -9.62% | 0.46% |
| 1 Year | 4.57% | -3.12% | 7.69% |
| 2 Year | 6.28% | 1.32% | 4.96% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 6.35% | 2.93% | 3.42% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.94% | 0.03% | -10.71% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 5.28% | -0.42% | 0.66% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.75% | -4.5% | 2% | 3.93% | 1.29% | 4.59% | 1.07% | 2.14% | 1.28% | 2.49% | -1.37% | -1.29% |
| 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 | 4.18% | 3.24% | -5.32% | 0.75% | -2.25% | 0.91% | 3.78% | 3.89% | 0.04% | -1.78% | -2.33% | -1.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -0.63% | 1.79% | 3.91% | 1.1% | 1.88% | -1.4% | 0.5% | 1.26% |
| Benchmark | -- | -- | -- | -- | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -1.46% | -5.26% | -0.53% | 0.14% | -0.21% | 5.05% | 0.44% | 2.76% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 18.9 | 19.1 | 17.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 6 | 7 | 7.8 | 8.3 | 11.6 | 12.6 | 13.6 | 14.4 | 14.8 | 16.6 | 16.4 | 18.1 |
| 2024 | -- | -- | -- | -- | 1 | 2.6 | 3.1 | 3.1 | 3.7 | 3.6 | 4.2 | 4.3 |
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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Claude
Perplexity
