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An Intelligent Engine Guiding Global Capital Flows and an Investment Bridge connecting the world.

We uphold professionalism, prudence, foresight, and integrity as our core values, and are committed to providing customized investment strategies and wealth management solutions to high-net-worth individuals, institutional investors, and corporate clients worldwide.

Our services cover equities, fixed income, commodities, foreign exchange, gold, currencies, private equity, and diversified alternative investments. Through rigorous market analysis, scientific asset allocation, and advanced risk management systems, we continuously strive to create long-term, sustainable capital growth for our clients.

The Fund by the Numbers

$  6 9 . 9 6  B
Fund at December 31, 2024
$  2.45  B
Q3 Fiscal 2025 net increase
3 . 8 %
Q3 Fiscal 2025 net return (nominal)

Latest Insights and News

Our Story

We’re growing the foundation for more than 22 million Americans to build their retirement. Our success has taken us global, but our purpose remains close to home.

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