Capital Architecture

Two vehicles.
One thesis.

GEQ and GEQ II are not separate funds. They are a continuous evolution — the same behavioral conviction, refined and extended as our understanding deepens. The thesis does not change. The construction improves.

The Founding Portfolio
GEQ
Total Return
+192.2%
CAGR
+39.1%
vs S&P 500
+167.9pp
Period
Feb 22 → May 26
Positions
31
Win Rate
84%

Built from February 2022 with NVDA at 12% conviction before AI was consensus. PLTR held through a 38% drawdown in 2022. Two positions — NVDA (+76pp) and PLTR (+67pp) — drove the majority of total returns, validating the concentration thesis entirely.

Top Contributors
NVDA
+635%
+76.2pp portfolio
PLTR
+1,390%
+66.7pp portfolio
LLY
+228%
+4.6pp portfolio
Continuous Evolution of GEQ
GEQ II
Total Return
+48.4%
CAGR
+34.5%
vs S&P 500
+40.4pp
Period
Jan 25 → May 26
AUM
$10.15M
Positions
30

30 positions: 60% concentrated AI infrastructure core, 40% global diversification. Extended the semiconductor supply chain thesis with ASML, TSM, MRVL, and LRCX. South African equity layer adds Discovery, Capitec, and PSG as conviction positions.

Portfolio Structure
AI Infrastructure Core
60%
NVDA · TSM · ASML · AMD · AVGO · MU · MSFT · META · GOOGL · PLTR
Diversified Stabiliser
40%
20 positions across energy, financials, consumer, SA, and Asian markets

5-Year Return Scenarios · GEQ II · $10.15M Base

Forward Projections

▼ Floor · Worst Case
$20.3M by 2031

AI cycle moderates. Macro compresses semiconductor multiples. Diversified bucket provides buffer. Still outperforms S&P 500.

CAGR  14.9% / yr
◆ Base · Expected
$30.45M by 2031

NVDA, TSM, GOOGL, AVGO compound through AI monetisation. PLTR and MRVL break out. Concentrated winners drive outsized contribution.

CAGR  24.6% / yr
▲ Best · Bull Case
$50.75M by 2031

AI supercycle materialises. NVDA sustains into next-gen GPU. PLTR achieves enterprise AI OS status. Multiple expansion compounds all gains.

CAGR  37.9% / yr

Full Detail

Full track record available to qualified investors

Position-level detail, performance charts, rolling returns, drawdown analysis, and benchmark comparisons are available upon request.

Request Track Record