Total Assets Under Management
$218.4B
▲ 8.2% YoY
Portfolio Yield
3.84%
▲ 12 bps QoQ
YTD Total Return
+14.2%
▲ Outperforming Benchmark
Dividend Coverage Ratio
1.42x
▲ Stable Payout Policy

Portfolio Allocation by Sector

Total AUM $218.4B
Technology & Digital Systems
32%
Energy & Power Infrastructure
24%
Healthcare & Life Sciences
18%
Financial Services & Capital
14%
Real Estate, Logistics & Others
12%

Top Subsidiary Holdings

Subsidiary / Holding Sector Market Cap / Valuation Allocation YTD Return Status
Zenth Digital Systems
Technology $48.2B 22.1%
+18.4% Core Holding
Aevum Energy & Power
Energy $42.6B 19.5%
+9.2% Core Holding
Zenth Health Sciences
Healthcare $36.8B 16.8%
+11.7% Growth
Aevum Capital Group
Finance $28.4B 13.0%
-2.1% Income
Aevum Aerospace & Defense
Aerospace $24.1B 11.0%
+22.6% Strategic
Aevum Properties
Real Estate $18.9B 8.7%
+4.3% Stable

Investment Strategy Framework

🎯

Strategic Acquisitions

Targeted M&A in high-growth, defensible sectors with clear integration pathways. Focus on vertical consolidation and cross-divisional synergies.

📈

Venture & Growth Capital

Dedicated $4.2B fund targeting pre-IPO and Series B/C companies in AI, biotech, clean energy, and advanced materials. 18-month horizon.

🛡️

Dividend & Income Portfolio

Core holdings prioritizing consistent cash flow, high dividend coverage, and inflation-resistant asset bases. Average yield target: 3.5%+.

Quarterly Portfolio Performance

Aevum Zenth
MSCI World Index

Financial Reports & Disclosures

📄

Q3 2025 Earnings Report

Consolidated financial statements, MD&A, and management commentary.

PDF2.4 MBOct 15, 2025
📊

2024 Annual Report

Comprehensive review of operations, strategic initiatives, and audited results.

PDF8.1 MBMar 02, 2025
🌱

ESG & Sustainability Impact

Carbon footprint reduction, diversity metrics, and responsible investment framework.

PDF3.7 MBDec 10, 2024
⚖️

Risk Assessment & Compliance

Regulatory filings, exposure analysis, and internal control evaluations.

PDF1.9 MBSep 28, 2025
Important Disclosures This information is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security. Past performance is not indicative of future results. Aevum Zenth Conglomerate undertakes no obligation to update or revise any information contained herein. All financial data is subject to audit and may be restated. Please consult the latest SEC filings and official investor relations publications for authoritative records. © 2026 Aevum Zenth Conglomerate. All rights reserved.