Investment Objective
AB Arya is a diversified, low‑net, multi‑manager strategy designed to deliver attractive absolute and risk‑adjusted returns with low beta and low correlation to traditional asset classes. The strategy seeks to generate consistent returns across market environments by emphasizing idiosyncratic stock selection alpha, rigorous risk controls, and disciplined portfolio construction. Arya combines experienced fundamental portfolio managers with systematic diversification and institutional‑grade risk management. The strategy targets 8–10% net returns over a cycle with 5–7% annualized volatility and maintaining low net exposure (typically 10–20%).
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.2 | 0.6 | 0.1 | 0.0 | 1.0 | 0.4 | 0.1 | 0.1 | 0.5 | 0.3 | 0.4 | 0.3 | 0.2 | |
| 2024 | 0.7 | 0.1 | 0.2 | 0.8 | 0.5 | 0.1 | 0.2 | 0.4 | 0.2 | 0.3 | 0.7 | 0.2 | 0.9 |
