How Quantlake Portfolios Performed in 2Q

Welcome to Portfolio Insights, your overview of the 2Q and year-to-date performance of Quantlake’s Classic and Smart portfolios.

Markets favored equities this quarter, with the S&P 500 gaining 10.8%. Our growth-tilted and leveraged strategies kept pace, while defensive models reflected their cautious design.

Our Classic portfolios delivered measured results this quarter, with global diversification showing quiet strength. The Global Buffett-Inspired and US Buffett-Inspired portfolios both returned 10.5%, aligning closely with the S&P 500’s 10.8%, while maintaining their characteristic equity dominance paired with fixed income balance. The Global 80/20 and US 80/20 portfolios, favoring growth with strategic bond allocation, followed at 9.3% and 9.5%, respectively. More stability-oriented approaches like All Weather-Inspired and Browne-Inspired stayed moderate, up 3.7% and 3.6%, underscoring their defensive tilt relative to broad market gains.

In the Smart category, strategies designed for enhanced exposure naturally stood out. US Leverage Growth advanced 23.4%, with Aggressive Plus leading at 24.1%, both reflecting their leveraged structures. Innovation-focused models also contributed, as Innovation Ventures & Crypto and Innovation Ventures returned 17.7% and 17.2%, supported by exposure to dynamic sectors. Portfolios with a balanced, data-driven design such as Growth & Stability and Core Trio posted steady 13.8% and 13.6% gains, comfortably ahead of the AOR’s 7.4% and AOA’s 9.3%. Meanwhile, more defensively positioned models like Conservative Plus remained subdued, consistent with their emphasis on stability over growth.

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Takeaways

Diversification and disciplined rebalancing remain at the core of our approach, helping us navigate cycles with patience and systematic focus.

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Happy Long-Term Investing!

Romain Gandon, CEO & Founder of Quantlake
🔗 LinkedIn‍

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Disclaimer: The performances presented are simulated model results based on historical data. They do not reflect actual investment returns. You should read our T&C.