A WORLD
IN
motion
ANTICIPATED.
IN
Boutique by design. Institutional in capacity. Unconstrained across every asset class, market and cycle.
Boutique by design. Institutional in capacity. Unconstrained across every asset class, market and cycle.
A WORLD
IN
motion
ANTICIPATED.
IN
Boutique by design. Institutional in capacity. Unconstrained across every asset class, market and cycle.
Boutique by design. Institutional in capacity. Unconstrained across every asset class, market and cycle.
Boutique by design. Institutional in capacity. Unconstrained across every asset class, market and cycle.
REACTIVE IS AVERAGE
ABOUT US
Traditional asset management reacts. We anticipate. Macroeconomic signals, global market shifts, emerging trends, we translate them into high-conviction positioning long before consensus arrives.
That distinction is not incidental. It is the foundation of everything we do. A boutique structure gives us the agility to move decisively. An institutional process ensures the conviction is earned.
Traditional asset management reacts. We anticipate. Macroeconomic signals, global market shifts, emerging trends, we translate them into high-conviction positioning long before consensus arrives.
That distinction is not incidental. It is the foundation of everything we do. A boutique structure gives us the agility to move decisively. An institutional process ensures the conviction is earned.
Traditional asset management reacts. We anticipate. Macroeconomic signals, global market shifts, emerging trends, we translate them into high-conviction positioning long before consensus arrives.
That distinction is not incidental. It is the foundation of everything we do. A boutique structure gives us the agility to move decisively. An institutional process ensures the conviction is earned.
Every market.
Every cycle.
Continuously.
Every market.
Every cycle.
Continuously.
Strategic Positioning
G20
G20
position
position
Strategic Positioning
G20
Every market.
Every cycle.
Continuously.
REACTIVE IS AVERAGE
N° 03 — Method
Six disciplines, one mandate.
A composable framework — engineered to remain structurally agile while returning excess across full market cycles. Each discipline is held with conviction and pressure-tested daily.
Macro Insight
Top-down intelligence across liquidity, policy and geopolitics translated into actionable conviction before the market moves.
Diversification
Unconstrained access across equities, fixed income, commodities and private markets. No asset class is structurally privileged.
Long & Short
Long where conviction is highest. Short where overvaluation is clear. The market's direction is never our constraint.
Dynamic Allocation
Agility is strategy, allocations shift in real time, responding to signal, not noise.
Global Exposure
Borderless mandate across G20 markets. No geography is out of scope. No opportunity is out of reach.
Risk First
Every position is built with a defined exit parameter. Risk is not managed after the fact, it is engineered from the outset.
N° 03 — Method
Six disciplines, one mandate.
A composable framework — engineered to remain structurally agile while returning excess across full market cycles. Each discipline is held with conviction and pressure-tested daily.
Macro Insight
Top-down intelligence across liquidity, policy and geopolitics translated into actionable conviction before the market moves.
Diversification
Unconstrained access across equities, fixed income, commodities and private markets. No asset class is structurally privileged.
Long & Short
Long where conviction is highest. Short where overvaluation is clear. The market's direction is never our constraint.
Dynamic Allocation
Agility is strategy, allocations shift in real time, responding to signal, not noise.
Global Exposure
Borderless mandate across G20 markets. No geography is out of scope. No opportunity is out of reach.
Risk First
Every position is built with a defined exit parameter. Risk is not managed after the fact, it is engineered from the outset.
N° 03 — Method
Six disciplines, one mandate.
A composable framework — engineered to remain structurally agile while returning excess across full market cycles. Each discipline is held with conviction and pressure-tested daily.
Macro Insight
Top-down intelligence across liquidity, policy and geopolitics translated into actionable conviction before the market moves.
Diversification
Unconstrained access across equities, fixed income, commodities and private markets. No asset class is structurally privileged.
Long & Short
Long where conviction is highest. Short where overvaluation is clear. The market's direction is never our constraint.
Dynamic Allocation
Agility is strategy, allocations shift in real time, responding to signal, not noise.
Global Exposure
Borderless mandate across G20 markets. No geography is out of scope. No opportunity is out of reach.
Risk First
Every position is built with a defined exit parameter. Risk is not managed after the fact, it is engineered from the outset.
The conviction of a specialist. The reach of global fund.
The conviction of a specialist. The reach of global fund.
THE FIRM IN NUMBERS
001
50+ Years
002
G20 Markets
003
ONE Strategy
004
Private Markets
001
50+ Years
Years of combined portfolio management experience.
002
G20 Markets
Markets tracked across every major economy.
003
ONE Strategy
Core strategy. Global Alpha. Public and Private Markets.
THE FIRM IN NUMBERS
001
50+ Years
002
G20 Markets
003
ONE Strategy
004
Human & AI
001
50+ Years
Years of combined portfolio management experience.
002
G20 Markets
Markets tracked across every major economy.
003
ONE Strategy
Core strategy. Global Alpha. Public and Private Markets.
THE FIRM IN NUMBERS
001
50+ Years
002
G20 Markets
003
ONE Strategy
004
Private Markets
001
50+ Years
Years of combined portfolio management experience.
002
G20 Markets
Markets tracked across every major economy.
003
ONE Strategy
Core strategy. Global Alpha. Public and Private Markets.
THE FUTURE OF GLOBAL INVESTMENTS
STARTS HERE
THE FUTURE OF GLOBAL INVESTMENTS
STARTS HERE
SFDR disclosure: The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018. Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures. SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, TERRALUMIN GP identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for TERRALUMIN GLOBAL ALPHA as part of its risk management process. TERRALUMIN GP believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of TERRALUMIN GLOBAL ALPHA. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions. For the avoidance of doubt, TERRALUMIN GLOBAL ALPHA is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, TERRALUMIN GP confirms that the investments underlying this financial product (i.e. TERRALUMIN GLOBAL ALPHA) do not take into account the EU criteria for environmentally sustainable economic activities.
SFDR disclosure: The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018. Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures. SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, TERRALUMIN GP identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for TERRALUMIN GLOBAL ALPHA as part of its risk management process. TERRALUMIN GP believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of TERRALUMIN GLOBAL ALPHA. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions. For the avoidance of doubt, TERRALUMIN GLOBAL ALPHA is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, TERRALUMIN GP confirms that the investments underlying this financial product (i.e. TERRALUMIN GLOBAL ALPHA) do not take into account the EU criteria for environmentally sustainable economic activities.
SFDR disclosure: The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018. Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures. SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, TERRALUMIN GP identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for TERRALUMIN GLOBAL ALPHA as part of its risk management process. TERRALUMIN GP believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of TERRALUMIN GLOBAL ALPHA. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions. For the avoidance of doubt, TERRALUMIN GLOBAL ALPHA is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, TERRALUMIN GP confirms that the investments underlying this financial product (i.e. TERRALUMIN GLOBAL ALPHA) do not take into account the EU criteria for environmentally sustainable economic activities.
SFDR disclosure: The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018. Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures. SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, TERRALUMIN GP identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for TERRALUMIN GLOBAL ALPHA as part of its risk management process. TERRALUMIN GP believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of TERRALUMIN GLOBAL ALPHA. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions. For the avoidance of doubt, TERRALUMIN GLOBAL ALPHA is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, TERRALUMIN GP confirms that the investments underlying this financial product (i.e. TERRALUMIN GLOBAL ALPHA) do not take into account the EU criteria for environmentally sustainable economic activities.
SFDR disclosure: The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018. Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures. SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, TERRALUMIN GP identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for TERRALUMIN GLOBAL ALPHA as part of its risk management process. TERRALUMIN GP believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of TERRALUMIN GLOBAL ALPHA. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions. For the avoidance of doubt, TERRALUMIN GLOBAL ALPHA is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, TERRALUMIN GP confirms that the investments underlying this financial product (i.e. TERRALUMIN GLOBAL ALPHA) do not take into account the EU criteria for environmentally sustainable economic activities.