Portfolio

Long-term concentrated positions

As of 2026-03-01 · Inception 2024-06-15

YTD Return
+8.5%
1-Year Return
+16.7%
Since Inception
+16.7%
Annualized IRR
13.2%

Current Positions

Ticker Name Category Geography Allocation Return Holding Period
RMS.PA Hermès International Luxury Goods Europe 100.0% +16.7% 1y 8m

Portfolio Characteristics

Total Positions
1
Concentration
High
Top 3: 100%
Investment Horizon
20+ years