Portfolio Performance
Track record of consistent returns across our diversified $100M asset management portfolio. Our disciplined investment approach delivers superior risk-adjusted performance across market cycles.
12.5%
3-Year CAGR
1.45
Sharpe Ratio
6.8%
Dividend Yield
15%
Max Drawdown
Asset Allocation
Strategic diversification across five key asset classes optimized for risk-adjusted returns.
Technology
30%
$30M
Property REITs
25%
$25M
Agriculture
20%
$20M
Venture Capital
15%
$15M
ETFs
10%
$10M
Performance Highlights
Total Return (3Y)+38.5%
Annualized Return12.5%
Volatility14.2%
Best Year+24.8%
Worst Year-8.3%
Performance by Asset Class
Individual asset class performance demonstrating the strength of our diversified approach.
Technology
+18.5%
Annual Return
Best Performer:AI/ML Sector
Allocation:30% ($30M)
Property REITs
+8.5%
Annual Return
Dividend Yield:8.5%
Allocation:25% ($25M)
Agriculture
+12.5%
Annual Return
ESG Score:A+
Allocation:20% ($20M)
Risk Management
Comprehensive risk metrics demonstrating our commitment to capital preservation and downside protection.
1.45
Sharpe Ratio
Risk-adjusted returns
14.2%
Volatility
Standard deviation
-15%
Max Drawdown
Peak to trough
0.85
Beta
Market correlation
Ready to Join Our Success Story?
Experience the benefits of professional asset management with our proven track record of delivering superior risk-adjusted returns. Start your investment journey today.
Licensed by DFSA | Dubai International Financial Centre (DIFC) | 800-ALTA