Our portfolio

Positions, allocation and performance are available through the portfolio dashboard, updated daily. Access is exclusive to partners.

Partner login

A look inside

Everything in one place: portfolio value, your share, current positions, allocation, and performance against major benchmarks. The preview below uses illustrative figures.

What partners get

Portfolio dashboard

Access to current positions, allocation, and performance, at portfolio level and per position.

Benchmark comparisons

Performance is tracked against major indices, so results are seen in context.

Reporting

Partners receive regular reporting on how the portfolio is run: our market view, strategies we pursue, and rationale behind every position taken.

Partner events

Several times a year, we bring all partners together: a review of performance, our current view on markets and positioning, and, just as important, the network in the room.