Global Equities, Multi-Asset PM, Dantes Outlook

Damanick Dantes, CMT

Global Equities, Multi-Asset PM

Dantes Outlook

We invest over a full market cycle, using multi-asset portfolios tailored to each global client, from individuals to family offices.

Built to Endure

Cross Asset Strategy

<ul>
<li>U.S. small caps, metals and mining stocks, and gold were key detractors within the portfolio suite, offsetting positive allocation effects in our underweight fixed income exposure. </li>
<li>Aggressive portfolios maintained their outperformance YTD driven by strong selections within the equity asset class.</li>
<li>Positioning changes include commodity diversification beyond gold, adding Japanese equities, and maintaining an underweight to bonds.</li>
</ul>


U.S. small caps, metals and mining stocks, and gold were key detractors within the portfolio suite, offsetting positive allocation effects in our underweight fixed income exposure. 
Aggressive portfolios maintained their outperformance YTD driven by strong selections within the equity asset class.
Positioning changes include commodity diversification beyond gold, adding Japanese equities, and maintaining an underweight to bonds.


Portfolio Update: Broader Commodity Positioning, Narrow Equity Leadership

CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

<ul><li>Dividends are a key component of overall returns. The strategy seeks to invest in high dividend and Shariah compliant stocks globally.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -2% vs. MSCI World (-1.3%) – underperformed the benchmark by -0.7%.</li></ul>

Dividends are a key component of overall returns. The strategy seeks to invest in high dividend and Shariah compliant stocks globally.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -2% vs. MSCI World (-1.3%) – underperformed the benchmark by -0.7%.

Global Income (Shariah) Portfolio (14-Sep-2026)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Quanta Services reported second quarter 2026 results marked by significant revenue growth, improved profitability, and a record backlog of $53 billion.</li><li>The company achieved revenue of $9.6 billion, net income attributable to common stock of $451 million (or $2.96 per diluted share), adjusted diluted EPS of $4.24, and adjusted EBITDA of $1.1 billion.</li><li>This performance exceeded expectations across the board and was driven largely by organic strength across the company’s various segments and end markets.</li></ul>

Quanta Services reported second quarter 2026 results marked by significant revenue growth, improved profitability, and a record backlog of $53 billion.The company achieved revenue of $9.6 billion, net income attributable to common stock of $451 million (or $2.96 per diluted share), adjusted diluted EPS of $4.24, and adjusted EBITDA of $1.1 billion.This performance exceeded expectations across the board and was driven largely by organic strength across the company’s various segments and end markets.

Quanta Services: An Insight Into Its Data Center Infrastructure Expansion & Acquisition-Led Market Penetration!

<ul><li>Quanta Services has become one of the market’s more unusual AI beneficiaries.</li><li>It does not design chips, train models, or sell cloud software.</li><li>Instead, it builds the physical infrastructure that makes the AI boom possible: transmission lines, substations, grid interconnections, power systems, underground infrastructure, renewable projects, gas-related infrastructure, and large-load facilities.</li></ul>

Quanta Services has become one of the market’s more unusual AI beneficiaries.It does not design chips, train models, or sell cloud software.Instead, it builds the physical infrastructure that makes the AI boom possible: transmission lines, substations, grid interconnections, power systems, underground infrastructure, renewable projects, gas-related infrastructure, and large-load facilities.

Quanta Services’ $48.5 Billion Backlog: Is AI Power Demand Rewriting The Story?

<ul><li>Quanta Services reported strong first quarter 2026 results, highlighted by robust double-digit growth in revenues, adjusted EBITDA, and adjusted earnings per share, alongside a record backlog valued at $48.5 billion.</li><li>Revenues reached $7.9 billion with net income attributable to common stock of $221 million ($1.45 per diluted share) and adjusted diluted earnings per share of $2.68.</li><li>Adjusted EBITDA totaled $686 million.</li></ul>

Quanta Services reported strong first quarter 2026 results, highlighted by robust double-digit growth in revenues, adjusted EBITDA, and adjusted earnings per share, alongside a record backlog valued at $48.5 billion.Revenues reached $7.9 billion with net income attributable to common stock of $221 million ($1.45 per diluted share) and adjusted diluted earnings per share of $2.68.Adjusted EBITDA totaled $686 million.

Quanta Services Is Building America’s Energy Backbone—But Can Transmission Demand Keep Accelerating?

United States

Quanta Services, Inc. provides specialized contracting services to electric utilities, telecommunication and cable television operators, and governmental entities.  The Company also installs transportation control and lighting systems and provides specialty electric power and communication services for industrial and commercial customers.  Quanta operates projects throughout North America.

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Quanta Services (PWR US)

Portfolio Update: Broader Commodity Positioning, Narrow Equity Leadership

Full breakdown of our portfolio suite, performance, and new positioning. We broadened our commodity positioning, added Japan, and maintained a core...

Damanick Dantes, CMT

Global Income (Shariah) Portfolio (14-Sep-2026)

Dividends are a key component of overall returns. The strategy seeks to invest in high dividend and Shariah compliant stocks globally. By adopting...

Crea8

Quanta Services: An Insight Into Its Data Center Infrastructure Expansion & Acquisition-Led Market Penetration!

Quanta Services reported second quarter 2026 results marked by significant revenue growth, improved profitability, and a record backlog of $53...

Baptista Research

Quanta Services’ $48.5 Billion Backlog: Is AI Power Demand Rewriting The Story?

Quanta Services has become one of the market’s more unusual AI beneficiaries. It does not design chips, train models, or sell cloud...

Baptista Research

Quanta Services Is Building America’s Energy Backbone—But Can Transmission Demand Keep Accelerating?

Quanta Services reported strong first quarter 2026 results, highlighted by robust double-digit growth in revenues, adjusted EBITDA, and adjusted...

Baptista Research

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