Our Mission Statement
Global Alpha
Redefining Investing
Alternative asset manager: Actively managed, long-short global macro fund.
“Top-down”approach: We invest in sector champions within growth sectors when markets correct.
Take the stress out of investing by allowing our team of experts to dynamically manage your portfolio.
We predominantly invest in US securities
The United States continues to lead the world in innovation and its financial markets remain the world’s most liquid/ efficient, with the added advantage of the U.S. dollar remaining the world’s reserve currency.
Sunrise technologies
Artificial intelligence, cloud computing, cybersecurity, driverless cars, clean energy, hyperscalers, crypto currencies, etc
Arbitrage opportunity
Stock prices usually over-shoot, then return to their long-term trend line (“mean reversion”). Markets are sentiment driven and asymmetric; not perfectly rational. Pricing inefficiencies present opportunities to generate “alpha”.
The only certainty is unpredictability.
Performance builds credibility.
Investing alongside our owner ensures 100% alignment of interests.
The only certainty is unpredictability.
Performance builds credibility.
Investing alongside our owner ensures 100% alignment of interests.
We live in uncertain times, with unprecedented geopolitical risks, emerging superpowers/ cross-border alliances and autocratic regimes in the ascendancy, further complicated by upheavals like AI, cyber threats and climate change. The only certainty is unpredictability/ volatility. Markets are susceptible to “groupthink” (herd mentality) with emotional over-reaction to news flow. Our fund managers therefore have to be nimble, in order to consistently deliver alpha. We achieve outperformance through active trading, amplified by leverage using futures and options. Old school ‘buy and hold’ strategies are no longer viable.
Meet Our Founder & Managing Partner
Shravan Sood
Shravan Sood
Contrasting Investment Styles:
Billionaire Warren Buffett is arguably the most famous value investor guru. Buffett's style is to buy high quality companies with competitive advantages and hold on to them preferably forever. Buffett tends to only buy things he understands and he would prefer to buy stocks at fair to attractive prices. Many of the investment gurus on our list have also been long term investors who buy quality companies with competitive advantages and hold them for a long period.
Conversely Billionaire Jim Simons is the founder of what is arguably the leading quantitative fund in the world, Renaissance Technologies which routinely buys and sells thousands of stocks each quarter based on sophisticated computer algorithms.
Jack Bogle: The Vanguard 500 Index Fund Admiral Shares (VFIAX) is a low-cost way to gain diversified exposure to the U.S. equity market. The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market’s value. It has a 0.04% expense ratio and its performance in the long term has beaten many active funds over the years.