Investment Portfolio
Investment Philosophy
- Buy Quality Businesses
- Exercise Valuation Discipline
- Keep a Long Term Focus
- Maintain Broad Diversification
- Use Leverage Prudently
Investment Process
- Construct Global Perspective to Achieve the Highest Possible Returns
- Maintain Broad Market Exposure
- Actively Manage Single Stock/Sector Exposures
- Portfolio Construction Agnostic to Benchmark Weights
- Keep Reserve Capital To Be Able To Aggressively Buy Amid Big Market Corrections
Investment Objective
- To Produce Top-Decile Returns Over Rolling 3-Year Periods And Widely Outperform The World’s Major Equity Benchmarks, Particularly the S&P 500 Index
Investment Performance
Inception (7th March 2023) - Present
Monthly Returns
Inception (7th March 2023) - Present