Investment Guidelines

Concentrated Fund

Typically 15-20 global positions

Absolute return focus

Benchmark unaware

Downside protection

Up to 50% cash. Options and selective shorts used to protect the portfolio.

Quantitative and qualitative process to identify opportunities focused on:

Quality of Management

A proven track record of building out a successful business and are aligned with shareholders. ESG factors are taken into account.

Quality of Business

Leaders or emerging leaders in industries with high quality products or services that have high barriers to entry.

Balance Sheet

Quantitative metrics used to screen out companies with high debt levels.


We value the assets we invest in and seek out a margin of safety.

To find out more about Profeta Investments, or invest in the Profeta Global Investments Fund, please fill in your details below

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