Consistent performance through prudent investing
Key Statistics
Core measures summarized to provide a clear view of how we balance growth, volatility, and resilience.
*Returns are unaudited and have been compiled by our team. Formal audits are due to begin from Q3 2025 onwards
$2M
Assets Under Management
27.09%
Jensen's Alpha created
13.34%
Maximum Drawdown
3.66%
Portfolio volatility (monthly)
4.17
Sortino Ratio
80.12%
Net Exposure
Performance Snapshot
A cumulative view of our value progression since inception. Reflecting innovative portfolio construction and steady compounding across market cycles.
*Updated as of 15/05/2025
27.53%
Performance since inception
40.57%
in Annualized returns
2.92
Sharpe ratio
Dynamic Asset Allocation
Using an adaptable asset allocation strategy to diversify our portfolio, while taking advantage of prevailing market conditions.
