A private investment firm operating across global equities, UCITS ETFs, aggregate bonds, and physical gold — governed by binding written constraints.

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Instruments Covered
Global Equities · Irish-domiciled UCITS ETFs · Aggregate Bonds · Physical Gold ETC · USD Cash Reserve
Rebalancing Cycle
Monthly review against tranche bands — Tranche I 55–70% corridor, Tranche III 10% floor.
Risk Protocol
Max 3% loss per trade · 25% single-asset ceiling · 0% leveraged products · minimum 1:2 reward-to-risk.
The Mandate

Three tranches. One discipline.

A structural UCITS core, a concentrated growth sleeve, and a pure USD reserve — each governed by binding limits, not conviction alone.

Tranche I — 62%
UCITS Diversified Core. Irish-domiciled accumulating ETFs across global equity, AI/semiconductors, defense, aggregate bonds, and physical gold.
Tranche II — 26%
Growth & Conviction. Selective single-name exposure to compute infrastructure and semiconductors, sized against hard concentration limits.
Tranche III — 12%
Pure USD Cash Reserve. Dry powder with a hard 10% floor — optionality is a position.