50%
Global Equities
Focus on quality equities with selected technology, healthcare, and durable compounder exposure.
Multi-Asset Strategy
Multi-Strategy Flagship.
A dynamic allocation across equities, fixed income, and alternatives designed for consistent, risk-adjusted outcomes across market cycles.
All Strategies Strategy Architecture
A flagship allocation with institutional patience.
The Multi-Strategy Flagship is designed as an all-weather allocation, combining public markets, fixed income, real assets, and alternatives under one governed risk framework.
9.2%
26-Year CAGR
1.08
Sharpe Ratio
$25M
Minimum
1998
Inception
Investment Discipline
The mandate, in plain terms.
The Multi-Strategy Flagship is the foundation upon which Pembrium Partners was built. We reject the static set-it-and-forget-it approach of traditional 60/40 portfolios.
A dynamic risk-budgeting framework shifts capital between asset classes based on valuation, economic regime, and market structure, with the aim of capturing upside while limiting drawdown participation.
Strategic Allocation
Current positioning, quietly governed.
25%
Fixed Income
Short-duration treasury bias and selective high-grade corporate credit.
25%
Alternatives & Real Assets
Private credit, real estate, and uncorrelated macro hedge exposure.
Performance Record
Performance History
Compared with a global 60/40 reference blend.
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +9.4% | +7.1% | +2.3% |
| 1 Year | +11.2% | +8.5% | +2.7% |
| 3 Years Ann. | +8.1% | +5.4% | +2.7% |
| 5 Years Ann. | +9.2% | +7.1% | +2.1% |
| Since Inception | +9.2% | +6.8% | +2.4% |
Operating Standard
The core portfolio architecture for patient capital.
The Flagship mandate ties each allocation decision to a documented risk budget. Changes are deliberate, committee-reviewed, and evaluated for contribution to the whole portfolio.
- Dynamic risk budgeting across public and private exposures
- Allocation review grounded in valuation, regime, and liquidity
- Quarterly committee review with clear action register
IMPORTANT DISCLOSURES: Past performance is not indicative of future results. Asset allocation does not ensure a profit or protect against loss. The strategy invests in multiple asset classes, each of which carries its own risks including market risk, interest rate risk, and credit risk.