Continuous Strategy Record
A cashflow-driven global equity strategy record continued from managed accounts into the Core Stability Growth AMC.
The Core Stability Growth strategy originated in 2020. The public daily strategy record shown here starts from June 2025, when the track record became systematically verifiable. Returns before 7 May 2026 reflect the strategy implemented via managed accounts; returns from 7 May 2026 onward reflect the Core Stability Growth AMC.
Continuous Net Strategy Return
Core Stability Growth compared with SPY as the primary S&P 500 reference and QQQ as an illustrative Nasdaq-100 technology/growth reference. The series combines managed-account history with AMC continuation data.
Returns are shown as cumulative net strategy returns. Returns before 7 May 2026 reflect the strategy implemented via managed accounts. Returns from 7 May 2026 onward reflect the Core Stability Growth AMC, which launched with an issue price of USD 1,000 as the continuation of the same investment strategy and portfolio management approach. Reference ETFs are included for comparison purposes only. Past performance is not indicative of future results.
Annual Performance
Calendar-year and year-to-date returns derived from the same continuous strategy series shown above.
| Period | CSG Strategy | SPY | QQQ | CSG vs SPY |
|---|---|---|---|---|
| Loading performance data… | ||||
¹ The public strategy record begins in June 2025; 2025 therefore represents the partial period from public-record inception through 31 December 2025. The current year is shown year-to-date through the latest available observation. Today's value may reflect an estimated live AMC NAV where available.
Methodology and Continuity
The chart is composed from the managed-account strategy record and the AMC return series. This keeps the public record focused on strategy outcomes while clearly separating the vehicle transition.
Managed-account period
Performance before 7 May 2026 reflects the Core Stability Growth strategy as implemented through managed accounts.
AMC continuation
From 7 May 2026 onward, performance reflects the Core Stability Growth AMC and continues the same strategy framework.
Benchmark references
SPY is used as the primary S&P 500 reference. QQQ is shown as an illustrative Nasdaq-100 technology/growth reference.
Explore the AMC
For live AMC NAV, access details, fees, liquidity and product-level information, view the Core Stability Growth AMC page.