A Decade of Discipline. A Decade of Results.
Launched on October 15, 2015, the Pinnacle Strategic Equity Fund was our first and flagship fund, built with one mission — to deliver consistent, risk-managed returns through quantitative discipline and robust portfolio control.
Ten years later, the fund has achieved a 91.14% cumulative return, ranking in the top 2% of 293 active equity mutual funds in Indonesia.
For context, the Jakarta Composite Index (JCI) gained 78.63%, while the LQ45 Index returned just 0.27% over the same period.
In a market where “only” 24% of equity funds have delivered positive 10-year performance and many didn’t survive; this milestone reflects the strength and resilience of our systematic, data-driven approach.
The fund is team-managed, ensuring stability, discipline, and continuity across all market conditions. Our multi-factor quantitative models identify portable alpha opportunities within a strict risk and liquidity framework, making the strategy fully scalable to handle substantially larger asset bases without compromising performance or liquidity.
Kudos to our investment committee and board of management and our quantitative research team for their dedication, precision, and unwavering commitment to excellence. Together, they’ve proven that in investing, size doesn’t define strength; process, precision, and persistence do.
