Performance Metrics & Case Studies
We publish net returns, drawdowns, and case studies (where permitted) so you can peer under the hood before investing.
Overview
Our transparency extends to numbers: we share aggregated performance, liquidity timelines, and the lessons we learned in each scenario.
Case Studies with Net Worth Context#
We anonymize high-net-worth examples, highlighting net worth ranges, timelines, and key decisions that affect returns.
Metrics Dashboard#
Key metrics include management fee impact, IRR, and sensitivity to policy changes—quantified for each fund we recommend.
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Performance Governance#
We regularly audit fund performance and our own recommendations, ensuring we stay aligned with your wealth goals.
Related Topics
Discuss Case Studies
Schedule a conversation to review the performance behind our recommendations and the reporting templates we use.