Portfolio & Positions
Explore the fund's current capital deployments, sector allocations, and high-conviction fundamental equity pitches.
Current Overview
+28.4%
5-Year Annualized
Return
12.5%
Volatility (Ann.)
2.8
Sortino Ratio
-8.4%
Max Drawdown
0.85
Portfolio Beta
Sector Allocation
Strategic Positioning
Our portfolio is currently overweight in Technology and Healthcare, reflecting our conviction in secular growth trends and inelastic demand. We maintain strict sector limits to isolate idiosyncratic risk while hedging core macroeconomic exposures.
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Technology35%
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Healthcare25%
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Consumer Discretionary15%
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Industrials15%
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Financials & Other10%