WHat we DO

We are a quality-focused, high-conviction global fund with a long-term focus. The 5AM Capital strategy is focused on capital preservation and growth, via owning 15-30 of the world's best businesses.

We also provide quality intergenerational capital management to high net worth families and individuals via bespoke portfolios and outsourced CIO services. Quality long-term investing and allocation is key to the preservation of your family capital and security.

Invest in world-class global businesses

5AM Capital Global Equity Fund

The 5AM Capital Global Equities Fund accesses markets across the world, including North America, Europe and Asia-Pacific.

We identify high-quality, long-term durable, growing, and phenomenally managed businesses. Ideally, these businesses are, or are on their way towards, winning a segment monopoly or oligopoly. The Fund's strategy is indifferent to the constraints of any benchmark and has an absolute return focus.

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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/oligopoly style businesses that have the pricing power required to generate stable revenues and free cash flows. Often, these businesses lie in the online classifieds, enterprise software, physical/cloud infrastructure or testing and commissioning sectors

"Value-Growth-Preservation" style

Our investment approach is a mix of Value fundamentals (Graham & Dodd, Buffett) with Growth (Fisher) and not-losing money (Marks) investment philosophies. We aim to buy high-quality long-term companies cheaply. We assess ‘intrinsic value’ over the medium to long term.

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5AM Capital Global Equity Fund

Bespoke Family Portfolios & CIO Services

Our Investment Philosophy

Quality Monopolies

"Value-Growth-Preservation" style

Protect and grow your family capital and legacy.