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Portfolio intelligence summary · Friday, 3 April 2026
Assets Under Management
$2.4B
↑ $140M this quarter
Active Clients
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Family offices
Coverage Universe
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Research Notes
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Across all companies
Top Ranked — Conviction Universe
Composite Score| Company | Sector | Country | Status | Composite | Quality | Growth |
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Recent Activity
Platform loaded — research universe ready
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Family Offices
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All Client Relationships
| Client | Type | Location | AUM | Strategy | Risk | Relationship Manager | Since | Actions |
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Client Portfolios
Active portfolios across all mandates
All Portfolios
| Portfolio | Client | AUM | Positions | Strategy | Max Weight | Created | Actions |
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AI Portfolio Skunkworks
Experimental ground — test AI-constructed portfolios across any scenario, save and compare results. None of these are live client portfolios.
Saved Scenarios
| Scenario Name | Strategy | Region | Positions | Score Priority | Created by | Saved | Actions |
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Company Screener
Filter and rank your international equity universe ex-USA by fundamental, quality, and momentum criteria.
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Status
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Region
Sector
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Market Cap (USD B)
Composite Score
Quality Score
Growth Score
Valuation Score
Momentum Score
Results
| Company | Region | Country | Sector | Mkt Cap | Status | Composite | Quality | Growth | Valuation | Momentum | Actions |
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Coverage Universe
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All Companies
| Ticker | Company | Region | Sector | Industry | Country | Mkt Cap | Status | Score | Actions |
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Investment Write-ups
Deep-dive research notes, company reports, and conviction documentation.
Select a company to view research
Choose a company from the list to see its write-up and add research notes.