Choose the exposure that fits your objectives.
Four sleeves across a risk gradient — offence to defence. Each runs under its own mandate with its own risk parameters.
High Beta
AI value chain, fundamental stock picking. Concentrated. Active timing.
+32% YTD¹
Explore→Quant · PatronQuant
3 uncorrelated quantitative legs. Isolated so no single environment breaks all three.
+50% TTM²
Explore→Dividend / Income
Five highest-Sharpe income funds, equal-weighted. Mostly monthly distributions.
Ann. 5.43%³
Explore→Ultra Defensive
Short-duration investment-grade bond funds. Capital preservation first.
~3.8–3.9%³
Explore→¹ Proprietary capital, 1 Apr–31 Aug 2026, net of flows. Not a client composite.
² PM-represented, trailing 12 months, unaudited and not independently verified.
³ Underlying fund statistics.
Past performance is not a guide to future performance.
Fees at a Glance
| Strategy | Management | Performance | Hurdle | HWM |
|---|---|---|---|---|
| High Beta | 0.50% | 20% | 8% | ✓ |
| Quant · PatronQuant | 0.50% | 20% | 8% | ✓ |
| Dividend / Income | 0.50% | 20% | 5% | ✓ |
| Ultra Defensive | 0.10% | None | — | — |
Plus dealing costs charged by the broker at its own rates, separate from and additional to our fees.
Four strategies. One custody principle.
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