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Track Record

Verified records, or none at all.

We keep three kinds of evidence strictly apart. Verified performance will be published here when it is available and approved — not before.

Evidence tiers

Not yet available

Audited track record

Independently audited, portfolio-level performance with inception date, benchmark and full methodology.

In verification

Verified case studies

Individual journeys published only with dated statements, documented consent and legal approval.

Available

Hypothetical illustrations

Educational scenarios, clearly labelled, such as our simulator. Never presented as results.

Methodology

How we will measure and report.

Time-weighted return (TWR)
Measures the manager's decisions, neutralising the timing of client deposits and withdrawals.
Money-weighted return (XIRR)
Measures the investor's own experience, including when money went in and out.
Gross and net of fees
Both shown, with the fee basis stated.
Benchmark
An appropriate total-return index named in advance, shown alongside.
Maximum drawdown
The deepest peak-to-trough fall, with dates and recovery time.
Period and inception
Exact start and end dates; no cherry-picked windows.
Cash flows
Additions and withdrawals disclosed so growth isn't confused with deposits.

See how an outcome will be told — chapter by chapter, with its full arithmetic — in The Journey.

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