Four strategies. One discipline.
Every mandate we run traces back to the same evidence-first process — applied differently depending on the asset class and the client’s time horizon.
Global Growth Fund
A concentrated, high-conviction equity strategy investing in twenty-five to thirty-five businesses across developed markets. We hold positions for years, not quarters, and size them according to the strength of the evidence — not the size of the story.
Fixed Income
Capital preservation through a laddered portfolio of investment-grade corporate and government credit. Built for clients who need steady, predictable yield without taking on equity-like volatility.
Private Markets
Direct co-investment alongside vetted growth-equity sponsors in companies with proven revenue and a clear path to profitability. Illiquid by design — we ask clients to commit capital for five years so the businesses we back can actually compound.
Risk Overlay
A quantitative hedging layer applied across every mandate we manage. It monitors volatility, correlation, and drawdown exposure in real time, and activates protective positions automatically once pre-defined thresholds are crossed — no committee meeting required.
Most clients blend two or three strategies, not one.
Step 1 — We map your time horizon
Before recommending a single strategy, we map out when you’ll actually need the capital — next year, in a decade, or never, in the case of a multi-generational family mandate.
Step 2 — We blend, not bet
A typical mandate combines Global Growth Fund for appreciation, Fixed Income for stability, and sometimes Private Markets. Risk Overlay runs underneath all of it.
Step 3 — We revisit, not react
Your mix gets formally revisited at each quarterly review — not adjusted every time a headline suggests we should.
What it actually costs to work with us.
Fees are all-in and disclosed upfront
Global Growth Fund and Fixed Income carry a flat annual management fee with no performance fee. Private Markets carries a modest carried-interest component, only after your principal is returned.
You don’t need to pick just one
Most clients hold two or three strategies simultaneously, rebalanced together as a single mandate rather than separate accounts you manage yourself.
Exiting is straightforward, with one exception
Global Growth Fund and Fixed Income offer quarterly liquidity. Private Markets’ five-year commitment is real — the underlying companies need that runway to compound.
Not sure which strategy fits?
Most clients blend two or three. We’ll help you figure out the right mix for your goals and timeline.
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