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Global Equity Investment Fund (GEIST)

Portfolio of the best hedge funds investing in equities

Invests in stock markets with lower volatility and smaller drawdowns

4-year history

Monthly liquidity

Global Equity Investment Fund (GEIST)
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Historical Profitability

Value of $100 invested on July 1, 2023

Class 1 USD
Class 3 USD
S&P 500 Total return
HFRI Equity Hedge (Total) Index
MSCI Emerging Markets Gross Total Return USD Index
MSCI All Country World ex USA Net Total Return USD Index

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.

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6 главных пунктов
Strategy

Strategy

Invests in the best stock markets (mainly the US) with below-market volatility

Assets

Assets

Third-party funds + futures (tracking indexes) + individual stocks

Better than

Better than

Portfolio of global equities

Who it’s for

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

Target net return

9-10%

Risk profile

Risk profile

High (because portfolio assets have exposure to the equity market), but lower than investing in the S&P 500 index

Elena Chirkova, PhD, Senior Partner, Strategy Advisor

Elena Chirkova, PhD, Senior Partner, Strategy Advisor

Elena Chirkova, PhD, Senior Partner, Strategy Advisor

  • More than 30 years in investment management
  • Held senior positions at Bank of Moscow, Troika Dialog and the Russian divisions of Rothschild & Co and Deloitte
  • Author of four books, including Value Investing. Persons and Principles and The Warren Buffett Philosophy of Investment
  • PhD in economics; previously lectured in the School of Finance at the Higher School of Economics (Moscow) and at Harvard University
  • Graduated from the Economics Faculty at Moscow State University and pursued a master's at Claremont Graduate University
Minimum initial investment:

$100,000

Bank:

Northern Trust

Investment horizon:

2-3 years and longer

Brokers:

CBH, Marex, Lazarus

Auditor:

Baker Tilly

Administrator:

Apex Fund Services

Pros

Volatility significantly lower than stock indexes

Reliable infrastructure

Transparent results

Преимущества

Cons

Value of portfolio to a large extent depends on global equity market

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