What We offer
| Name of the Product | Description | Performance |
| Global Multi-Asset Fund [Stocks and ETFs] | Global Multi-Asset Fund focuses on doing asset allocation among equities, gold, debt (primarily short term or inflation protected) and alternative assets based on our proprietary asset allocation framework. For equities, we choose to invest either in stocks (from our two portfolios (Global opportunities or International value) or time proven and low cost ETFs. | Despite having an average equity exposure of under 50%, the portfolio of our first client has seen annualized returns of 19.1% versus 21.2% returns for S&P 500. |
| Global Opportunities Fund [Stocks] | We invest in business models which are durable and have a long term sustainable growth. These stocks are selected when there is an attractive discount to intrinsic value. The investment decisions are made based on durability and long-term growth prospects. | Though the operating history of this fund is relatively short, the fund has outperformed MSCI AWI with an annualised alpha of 16.62%. |
| Global Hedge Fund [Long & Short Stocks] | We capitalize on specific market inefficiencies by Identifying and investing in long and short equity and option positions through a rigorous investment process that emphasizes strong fundamental research. We are strategic investors on the long-side, but tactical on the short-side. | With inception date being 1st Jan, 2021, the operating history of this fund is relatively short. The fund has outperformed MSCI AWI with an annualised alpha of 7.8%. |
