Multi-Strategy
Flagship.
Our core all-weather solution. A dynamic allocation across equities, fixed income, and alternatives designed to deliver consistent, risk-adjusted returns through every market cycle since 1998.
9.2%
26-Year CAGR
1.08
Sharpe Ratio
$25M
Minimum Inv.
1998
Inception
Investment Philosophy
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. Instead, we employ a dynamic risk budgeting framework that shifts capital between asset classes based on valuation, economic regime, and market structure.
By combining our high-conviction equity selection with uncorrelated alternatives and protective fixed income, we aim to capture 80% of market upside while limiting drawdown capture to less than 60%.
Strategic Allocation
Current positioning reflects a defensive stance on credit and an overweight to quality equities.
Global Equities
Focus on US Technology and Healthcare; Underweight Europe.
Fixed Income
Short duration treasury bias; selective high-grade corporate credit.
Alternatives & Real Assets
Private Credit, Real Estate, and uncorrelated Macro Hedge strategies.
Performance History
vs Global 60/40| 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% |
Strategy Details
- Asset Class
- Multi-Asset
- Risk Profile
- Moderate Aggressive
- Benchmark
- 60% MSCI / 40% Agg
- Liquidity
- Daily
- Fee Structure
- 1.00% Flat
Lead Portfolio Manager
Sarah Chen, CFA
Chief Investment Officer
22 years experience. Sarah chairs the Investment Committee and has managed the Flagship strategy since 2008.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
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 specific risks including market risk, interest rate risk, and credit risk.