Year: 2020

Through this period of extreme volatility, we have managed to retain our outperformance versus benchmarks (Table 1). It is constructive to note that not a single index fund exists today to mimic CNX500, the broad based market index we benchmark ourselves against. We would submit that if an index fund did exist, the managers of …

We registered essentially zero returns on a month on month basis in February 2020 compared to sharp declines in all key benchmark indices (Table 1).  Over the last one and three years respectively,our PMS has delivered 30% and 11% returns respectively suggesting meaningful outperformance versus the indices as well all the categories of Mutual funds …

We are pleased to share with you an update on our performance for the month of January 2020. Our performance continues to compare favourably within the PMS universe (as tracked by PMS Bazaar) and relative to major mutual fund categories (Table 1, Table 2) 1.Reported As Post Fees And Expenses 2. Aggregate Portfolio 3. Aggregate …