Long-term investor
Partners Capital Investment Group, LLP @partnerscapitalinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694870).
Record
- Tracked since 2025-06-30 (434 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +11.7% · 1 year +18.4% · all +18.4%
- Max drawdown -0.5% · Sharpe 1.28 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.4% · long · since 2025-06-30
- IEMG · 6.2% · long · since 2025-06-30
- VGSH · 5.7% · long · since 2025-06-30
- HEFA · 5.7% · long · since 2025-06-30
- VTV · 5.4% · long · since 2025-06-30
- VOO · 4.0% · long · since 2025-06-30
- EMXC · 3.8% · long · since 2025-06-30
- STIP · 3.7% · long · since 2025-06-30
- VT · 3.4% · long · since 2025-06-30
- IEFA · 3.3% · long · since 2025-06-30
- DBJP · 2.5% · long · since 2025-06-30
- ITOT · 2.4% · long · since 2025-06-30