5AM Capital

5AM Capital Global Equity Fund

A high-conviction global equity fund investing in 15–30 world-class businesses. We focus on dominant, often monopolistic or near-monopolistic companies with enduring competitive advantages, high margins, and strong capital discipline. Since inception in July 2022, the Fund has delivered a net annualised return of 17.5% with a maximum monthly drawdown of just -3.4%.

Inception

1 July 2022

Annualised Return

17.5%

Cumulative Return

+58.5%

Max Drawdown

-3.4%

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5AM in the Media

Dial Down US Exposure as Volatility Reigns – 5AM Capital

April 2025

Interview: Global Opportunities with 5AM Capital

March 2025

The Toll Road of the Internet – Sam Chipkin, 5AM Capital

February 2025

📈 +17.4% p.a. annualised return

💼 +58.5% cumulative return

📉 -3.4% max monthly drawdown

Growth of $1,000,000 Since Inception

Download Performance Snapshot (as of 30 April 2025)

Invest in World-Class Global Businesses

5AM Capital Global Equity Fund

17% annualised since inception - outstanding risk adjusted returns for our 5AM Capital Global Equity Fund. Our focus is on owning irreplaceable, durable businesses with competitive moats, long growth runways, and strong unit economics. We prioritise capital preservation, avoid excessive complexity, and seek to compound wealth through cycles with an absolute return mindset.

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Sam Chipkin - Founder

"At heart, we are passionate long term investors. We believe a carefully selected and well managed long-term portfolio of global listed equities, complemented with unlisted investments, provides a strong basis for intergenerational wealth protection and risk adjusted growth".

Our Investment Philosophy

Quality Monopolies

We look for monopoly or oligopoly-style businesses with pricing power and durable economics. These often include online classifieds, infrastructure, enterprise software, and testing or certification platforms.

"Value-Growth-Preservation" Style

We blend Value (Graham, Buffett), Growth (Fisher), and Preservation (Marks) to guide every investment. We focus on high-quality companies at fair prices, aiming to compound capital over the long term.

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5AM Capital Global Equity Fund

5AM in the Media

Growth of $1,000,000 Since Inception

Invest in World-Class Global Businesses

5AM Capital Global Equity Fund

Our Investment Philosophy

Quality Monopolies

"Value-Growth-Preservation" Style

High quality global equities: Own the irreplaceable.