Investment Track Record
Our investment strategies are built around proprietary technical and fundamental models from a disciplined, data-driven approach to valuation, capital efficiency, and long-term compounding. Below, we share a representative view of select model strategies—illustrating the performance of the same frameworks that power our decision-making and product offerings.
Strategies shown include our general equity strategy (vm. Equity Strategy), commodity equity strategy (vm. Resource Investments), and vm. All Asset Allocation.
vm. Equity Strategy
vm. Resource Investments
vm. All Asset Allocation
Consists of our personalized allocation to general equities, commodities, fixed income, crypto, and cash/cash equivalents
Disclaimers
The strategies shown are for illustrative purposes only and do not represent any publicly offered investment product. Past performance is not indicative of future results. This information is not intended as a solicitation, recommendation, or offer to buy or sell any security or asset management service vm. Group may offer. All data is based on internal models and assumptions developed by vm. Group.
Let us know if you have questions about our process, metrics, or how we apply these insights in our financial products.
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