Despite a volatile macroeconomic backdrop in Q2 2025, Gallery Investment LLC reported solid portfolio gains across all major strategies, underscoring the resilience of its investment framework.
The firm’s Balanced Growth Strategy delivered a 3.2% quarterly gain, outperforming the benchmark by 0.9%, driven by strength in technology, industrials, and infrastructure holdings. Meanwhile, fixed income portfolios benefitted from duration management amid stabilizing yields.
“Our diversified positioning allowed us to capture upside while managing downside risk,” reports CFO Daniel Cho. “By maintaining cash reserves and emphasizing high-quality credit, we protected clients during rate volatility.”
Looking back, Gallery Investment’s 10-year compounded annual return remains strong at 7.4%, with risk-adjusted performance consistently above peer averages. The firm attributes this to a disciplined rebalancing process and commitment to client mandates rather than short-term speculation.
“Markets may fluctuate, but our process doesn’t,” says Marcus Allen. “Stability, selectivity, and stewardship continue to define how we generate results.”