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