Tools for Constructing Multi-generational Portfolios

Our Strategies

Global Moats Fund

Global Moats Fund (GMF) is a long-only global equity fund that invests in best-in-class, high-quality companies across developed and emerging markets. The Funds objective is long-term capital appreciation.

  • Asset Class: Equity Only
  • Market Cap Focus: Large Caps
  • No. of Investments: ~35
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Global Moats Investments

Global Moats Investments LP (GMI) is a long-only global equity fund that invests in best-in-class, high-quality companies across developed and emerging markets. GMI has a 25% cap on US investments.

  • Asset Class: Equity Only
  • Market Cap Focus: Large Caps
  • No. of Investments: ~35
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Global Select Value Fund

Global Select Value Fund (GSVF) is a global multi-asset allocation fund. The Fund invests across equity and fixed income securities, gold bullion, gold mining equities, and equities of high-quality commodity producers.

  • Asset Class: Multi-Asset
  • Market Caps Focus: All Cap, Primarily Large Caps
  • No. of Investments: Widely diversified
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Multi-Act Aviation Income Fund I SP (AIF)

Multi-Act Aviation Income Fund I SP (AIF) is a private credit fund that operates in a specific sub-segment of the global aircraft financing market, originating and negotiating debt that is backed by high-quality turboprop aircraft.

  • Asset Class: Private Credit
  • Focus: Turboprop Aircraft
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Multi-Act Realty Income Fund I SP (RIF)

Multi-Act Realty Income Fund I SP (RIF) is a private credit fund that invests in privately originated and negotiated debt that is backed by high-quality real estate developments in New Zealand.

  • Asset Class: Private Credit
  • Focus: New Zealand Real Estate
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