Global Equity Fund

Invest in the World's Most Irreplaceable Businesses

A high-conviction global equity fund investing in 15–30 dominant companies with enduring competitive advantages, high margins, and strong capital discipline.

1 Jul 2022

Inception

8% p.a.

Annualised Return

+23.4%

FY25 Net Return

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PRESERVATION · GENERATION · SUCCESSION

Our Fund

5AM Capital Global Equity Fund

We own 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.

Every investment is evaluated through the 5AM Scorecard — our proprietary framework for assessing monopoly strength, business quality and balance sheet resilience. We focus on four core verticals: infrastructure, testing & commissioning, online classifieds and essential business software.

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Investment Philosophy

How We Think About Investing

Quality Monopolies

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

Value–Growth–Preservation

We blend the frameworks of Graham and Buffett (value), Fisher (growth), and Marks (risk management). High-quality companies at fair prices, compounding capital over the long term.

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We invest in outstanding global companies with exceptional management, durable competitive advantages, and attractive long-term growth prospects. Our disciplined approach is designed to deliver sustainable returns for generations.

Sam Chipkin — Founder & CIO

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