Core Stability Growth
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Core Stability Growth is an actively managed global equity strategy investing in companies providing the infrastructure enabling the digital economy to transform the global physical economy.

The portfolio focuses on critical systems and bottleneck technologies required for the expansion of artificial intelligence, advanced computing and data-driven industries, including semiconductor and compute infrastructure, networking and data centre systems, electricity and power infrastructure, precision medicine platforms, and strategic industrial supply chains.

The strategy targets long-duration structural trends typically unfolding over 3–10 years, while individual holdings are generally assessed on an approximately 18-month forward horizon.

The strategy is available through individually managed accounts or through the Core Stability Growth AMC , an actively managed certificate (AMC) — ISIN CH1494954758 — with daily liquidity that can be held directly in most custody accounts.

Net Asset Value (Initial $100,000, net of management & performance fees)

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Total Net Return (from 01 June 2025, net of management & performance fees)

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Total Net Return Comparison

Benchmark Comparison Rationale: The Core Stability Growth strategy benchmarks overall portfolio performance against the SPDR S&P 500 ETF (SPY), while using tailored passive benchmarks for each individual segment. Read More

Segment Allocation

Segment Allocation Explanation: The portfolio is divided into four segments — Core, Stability, Growth, and Cash — each reflecting a specific asset role and risk tier within our unified investment methodology and disciplined allocation framework. Read More

Time-Weighted Segment Return: Segment Return (Gross) vs Benchmark

Time Weighted Return (TWR) Explanation TWR measures the compound growth of each segment's holdings, neutralizing the effects of internal cash flows (e.g., reallocations like sales from Core to Stability or cash). It focuses on unrealised gains and realised profits from investment decisions, providing a fair comparison to passive benchmarks like RSP ETF.  This isolates manager skill for true performance attribution. Read More
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Inception
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