HIGHLIGHTS
One portfolio
for all economic seasons
5.
geographies
5.
asset classes
5.
core themes
5.
year horizon
5.
star rating
STATISTICS
Summary
Pick any 5-year period over the last 13 years. On average,
your wealth compounded at 13% per year without bearing undue risk
Performance since inception
Annual returns (%) from 26May11 to 31Mar25, USD
Rolling 5-year view
An often undisclosed but important metric uncovering
the consistency of returns over the stipulated investment horizon
USD 100 since inception
With Mash, your wealth grew more than 5.5x
while it grew 2.5x with the World
Global revenue profile
For every USD 100 in revenue our portfolio earns,
all major countries and regions contribute
PortCo view
A business owner's look-through. An often overlooked
but important view uncovering the quality of your holdings
75%
Downside capture ratio on a monthly basis since 2011.
Bear market alpha frequency on an annual basis since 2011.
100%
78%
Alpha frequency on an annual basis
since 2011.
Average alpha when we outperform the world (Mash - ACWI).
8%
3%
Average shortfall when we underperform (ACWI - Mash).
Average alpha on a 5y rolling basis since 2011 (Mash - ACWI)
6%
More
Please request access to the private portal for more.