Portfolio of the best hedge funds investing in equities
Invests in stock markets with lower volatility and smaller drawdowns
4-year history
Monthly liquidity
Strategy
Invests in the best stock markets (mainly the US) with below-market volatility
Assets
Third-party funds + futures (tracking indexes) + individual stocks
Better than
Portfolio of global equities
Who it’s for
Investors who want to earn income no lower than they would by investing in global equity markets, but with lower volatility
Target net return
9-10%
Risk profile
High (because portfolio assets have exposure to the equity market), but lower than investing in the S&P 500 index
Value of $100 invested on July 1, 2023
The GEIST Fund was launched in July 2020. In 2022, a shift in strategy was decided on, and work got underway to transform the Fund into an equity fund of funds (i.e., one that invests in third-party funds). By July 2023, the share of investments in third-party funds became significant (with more than a quarter of net assets invested), hence we consider July 1, 2023, to be the official date of the strategy change.
Volatility significantly lower than stock indexes
Reliable infrastructure
Transparent results
Value of portfolio to a large extent depends on global equity market
$100,000
Northern Trust
2-3 years and longer
CBH, Marex, Lazarus
Baker Tilly
Apex Fund Services
Our specialists are always ready to help you to find the right investment strategy and answer all your questions. Contact us today!
