Exceptional Investment Returns Outperform the Market: VAR Capital’s Proven Track Record

VAR Capital is proud to announce that our portfolios have consistently outperformed our peers, according to the Managed Portfolio Indices (MPI) tracker, a benchmarking service for private wealth managers aimed at increasing transparency and understanding of performance in comparison to competitors.

POTFOLIO PERFORMANCE UPDATE

VAR Capital has achieved impressive results in their GBP-denominated balanced portfolios:

• Posting a return of 12.73% in 2023, VAR Capital surpassed the MPI benchmark by 6.51% to 31^st December 2023.
• Over a five-year period ending on the same date, the cumulative five-year returns of our portfolio reached just shy of 40%, significantly outperforming the less than 24% returns of peers within the MPI index.

A WORD FROM OUR CHIEF INVESTMENT OFFICER

In a year fraught with geopolitical unrest and market volatility, VAR Capital’s investment approach has once again proven its merit. Rajat Sharma, our Chief Investment Officer, affirms, “Our clients enjoy the advantages of institutional-quality asset management tailored to their unique goals and circumstances. Our aim is to foster robust risk-adjusted returns by investing in liquid and listed securities across a broad range of asset classes.”

Rajat Sharma further emphasizes the philosophy driving our investment decisions: “We focus on securities we believe are undervalued or poised for appreciation due to various catalysts, such as regulatory changes or significant corporate events. Every investment decision is supported by rigorous fundamental research, risk management and scenario planning.”

He adds, “At the heart of our investment strategy is the principle of capital preservation. This focus directs us towards generating strong returns while minimizing downside risk, achieved through our commitment to publicly listed, highly liquid equities and bonds, dynamic asset allocation, and exceptional security selection founded on thematic, event-driven, and value investing principles.”

VAR Capital is dedicated to sustaining our track record of outstanding performance, underpinned by strategic investments and a client-first approach.

VAR Capital is an independent financial services firm offering asset management, lending and family office services. It was founded by individuals with extensive experience from Banking, Asset Management and Family Offices. Based in Mayfair, London, VAR Capital Ltd is authorised and regulated by the Financial Conduct Authority (FCA).

Source: VAR Capital

Media Contact: Vikash Gupta, vikash@varcapital.com