Performance Reports
Comprehensive performance analysis and reporting across all investment strategies, providing transparency and insights into portfolio returns and risk metrics.
Access Full ReportsPortfolio Performance Overview
Key performance metrics across our investment portfolio as of May 31, 2025.
Select Performance Period
Performance by Investment Strategy
Detailed performance breakdown across our core investment strategies.
Oil & Gas Investments
| Metric | 1-Year | 3-Year |
|---|---|---|
| Total Return | +26.8% | +18.4% |
| Income Yield | 8.2% | 7.9% |
| Volatility | 16.4% | 18.2% |
| Max Drawdown | -8.7% | -12.3% |
Real Estate Portfolio
| Metric | 1-Year | 3-Year |
|---|---|---|
| Total Return | +16.2% | +14.6% |
| Income Yield | 5.8% | 6.1% |
| Volatility | 9.8% | 11.2% |
| Max Drawdown | -4.2% | -7.8% |
Energy Infrastructure
| Metric | 1-Year | 3-Year |
|---|---|---|
| Total Return | +19.4% | +16.8% |
| Income Yield | 6.4% | 6.7% |
| Volatility | 12.6% | 13.9% |
| Max Drawdown | -5.8% | -9.2% |
Private Equity
| Metric | 1-Year | 3-Year |
|---|---|---|
| Total Return | +31.7% | +24.8% |
| IRR | 28.4% | 26.2% |
| Multiple | 1.32x | 1.88x |
| DPI | 0.67x | 1.23x |
International Markets
| Metric | 1-Year | 3-Year |
|---|---|---|
| Total Return | +24.1% | +19.6% |
| Local Currency | +21.8% | +17.9% |
| Volatility | 18.9% | 20.4% |
| Max Drawdown | -11.2% | -15.6% |
Portfolio Allocation & Performance
Current portfolio allocation and sector-specific performance contributions.
Oil & Gas
Allocation: 28% | Contribution: +7.5%
Strong performance driven by upstream investments and favorable commodity pricing environment.
Real Estate
Allocation: 32% | Contribution: +5.2%
Consistent returns from diversified commercial and industrial property portfolio.
Energy Infrastructure
Allocation: 22% | Contribution: +4.3%
Stable infrastructure investments providing reliable income and capital appreciation.
Private Equity
Allocation: 12% | Contribution: +3.8%
High-growth investments delivering superior returns through active value creation.
International
Allocation: 6% | Contribution: +1.4%
Geographic diversification with focus on emerging market opportunities.
Benchmark Comparisons
Performance relative to relevant market benchmarks and industry standards.
vs. S&P 500
Outperformance (1-year)
Our portfolio: 22.4% vs. S&P 500: 14.1%
vs. Energy Sector
Outperformance (1-year)
Our energy: 26.8% vs. Energy Select: 14.1%
vs. REIT Index
Outperformance (1-year)
Our real estate: 16.2% vs. REIT: 11.4%
vs. Global Infrastructure
Outperformance (1-year)
Our infrastructure: 19.4% vs. Index: 13.2%
vs. Private Equity Index
Outperformance (1-year)
Our PE: 31.7% vs. Cambridge: 22.6%
vs. MSCI ACWI
Outperformance (1-year)
Our international: 24.1% vs. ACWI: 16.2%
Risk-Adjusted Performance
Comprehensive risk metrics demonstrating risk-adjusted returns and portfolio stability.
Sharpe Ratio
Risk-adjusted return measure
Sortino Ratio
Downside risk-adjusted returns
Information Ratio
Active return per unit of risk
Maximum Drawdown
Largest peak-to-trough decline
Beta
Sensitivity to market movements
Alpha
Excess return vs. benchmark
Performance Reports Archive
Access historical performance reports and detailed analysis documents.
Quarterly Performance Report
Comprehensive quarterly review including detailed performance analysis, risk metrics, and portfolio positioning.
Download PDFAnnual Performance Review
Complete 2024 performance analysis with detailed sector breakdowns, benchmark comparisons, and strategic outlook.
Download PDFYear-End Portfolio Analysis
Fourth quarter performance summary with full-year results and detailed risk-return analysis.
Download PDFThird Quarter Update
Quarterly performance review focusing on energy sector performance and international market developments.
Download PDFMid-Year Performance Review
Semi-annual portfolio analysis with updated risk metrics and strategic positioning adjustments.
Download PDFFirst Quarter Analysis
Quarterly performance report highlighting real estate portfolio strength and private equity developments.
Download PDFAccess Detailed Performance Analytics
Get exclusive access to comprehensive performance reports, risk analytics, and portfolio insights.
View Full Reports Schedule Performance Review
Management Commentary
Insights and analysis from our investment team on portfolio performance and market outlook.
"Our diversified investment strategy continues to deliver strong risk-adjusted returns across market cycles. The energy transition theme remains a key driver of performance, with our renewable infrastructure investments contributing significantly to portfolio returns. We remain optimistic about the long-term structural trends supporting our investment thesis."
"Global economic growth, supported by infrastructure spending and energy transition investments, creates a favorable environment for our strategies. We're particularly constructive on emerging market opportunities and continue to see strong fundamentals in the energy sector. Our focus remains on high-quality assets with sustainable competitive advantages."
"Our comprehensive risk management framework has proven effective in navigating market volatility while capturing upside opportunities. The portfolio's low correlation to traditional asset classes continues to provide valuable diversification benefits. We maintain disciplined position sizing and active hedging where appropriate."
"Our commitment to sustainable investing principles has not only aligned with our values but also contributed to strong performance. ESG-focused investments in renewable energy and efficient infrastructure continue to outperform traditional alternatives while supporting the global transition to a more sustainable economy."