Global Equities
75%
Small & mid-cap to global compounders, ranging across growth, value, and dividend opportunities.
Strategy & Process
Every position moves through the same disciplined process.
A written investment case: the business, the driver, the risks, and specifically what would prove us wrong.
Presented to the investment committee and stress-tested.
Sized deliberately and staged into the portfolio.
Monitored daily by the analyst responsible for it. If the thesis breaks, we exit regardless of price.
Portfolio Structure
Small & mid-cap to global compounders, ranging across growth, value, and dividend opportunities.
A different lens on the same market: global, cross-asset, deliberately uncorrelated.
A separate sleeve for short-term opportunities.
Real assets, held on their own merits: the part of the portfolio built to weather any storm.
Risk Discipline
Every position starts with a written thesis and a clear definition of what would prove it wrong. We set review thresholds for every position, scaled to volatility metrics so the discipline fits the risk instead of applying one generic number to everything.
When a position hits its threshold, we conduct an immediate review: is the thesis still intact, or has something actually changed? If the thesis breaks, we exit immediately, regardless of price.
You don't win or lose until you sell. An unrealized gain or loss is a paper number, not a result.
Governance
Reviews the portfolio, evaluates new pitches, and votes on approvals.
The team meets for research check-ins and a market recap.
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