BFI Infinity Ltd.

The portfolio consists of 53 holdings, indicating a diversified approach. However, the concentration is heavily weighted toward the top positions. The strategy is primarily passive and thematic, utilizing Exchange Traded Funds (ETFs) to gain broad market exposure while overlaying specific sector bets—particularly in technology, energy, and precious metals. The firm appears to have pivoted away from individual stock picking toward a core-satellite model dominated by institutional-grade ETFs.

2. Key Holdings