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 Q4 2025 onwards
+$6.5M
Assets Under Management
49.13%
Jensen's Alpha created
13.34%
Maximum Drawdown
4.81%
Portfolio volatility (monthly)
6.59
Sortino Ratio
91.50%
Net Exposure
Performance Snapshot
A cumulative view of our value progression since inception. Reflecting innovative portfolio construction and steady compounding across market cycles.
*Chart updated as of 18/07/2025 & data updated as of 04/09/25, Unaudited TWR
63.01%
Performance since inception
58.77%
in Annualized returns
3.37
Sharpe ratio
Dynamic Asset Allocation
Using an adaptable asset allocation strategy to diversify our portfolio, while taking advantage of prevailing market conditions.
