INVESTMENT CLUB

An exclusive, invitation‑only investment club is being launched for a select group of investors seeking structured, long‑term exposure to the U.S. equity markets through a closed vehicle targeting 100 million dollars in assets under management. The club is designed for individuals, families and smaller institutions that value a professional, research‑driven approach and prefer to be part of a focused, aligned group rather than a mass‑market product

Investment philosophy

The core objective is to compound capital over time by applying a consistent value‑and‑growth investment philosophy to listed U.S. companies. Instead of chasing short‑term trends or speculative themes, the strategy focuses on high‑quality businesses trading at attractive valuations relative to their fundamentals and long‑term prospects.

Over the past years, the underlying strategy to be implemented in the club has delivered annual returns in an approximate range between 27% and 34% (2025 34% net profits), achieved through disciplined stock selection, concentrated portfolios and rigorous risk management. While past performance does not guarantee future results, this track record reflects a consistent approach to fundamental analysis, disciplined entries and exits, and the patience to allow investment theses to unfold over time.

How we invest

The club primarily invests in U.S. listed equities, focusing on companies with strong balance sheets, solid and recurring cash flows, durable competitive advantages and clear long‑term growth potential. The process combines value criteria (attractive valuation, margin of safety, downside protection) with growth drivers (market expansion, innovation, scalable business models), seeking a balance between resilience and upside.

Portfolios are intentionally concentrated, holding a limited number of carefully selected positions rather than broad baskets that simply replicate an index. Risk is managed through position sizing, sector diversification and ongoing monitoring of each company’s fundamentals, with a clear focus on capital preservation and long‑term capital appreciation.​

Time horizon and structure of commitments

Investor commitments (“deposits”) are structured with an investment horizon typically ranging from 1 to 3 years, considered the minimum period needed to apply the value‑and‑growth philosophy effectively. During this horizon, capital is intended to remain invested, subject to specific terms of the club regarding liquidity windows, notice periods and any early‑exit provisions detailed in the membership documentation.

The 1‑ to 3‑year framework reflects the belief that equity markets can be volatile in the short term but tend to reward fundamentally sound businesses over longer periods. By encouraging a medium‑term mindset, the club aims to reduce emotional, short‑term decision‑making and create conditions that favor rational, fundamentals‑based portfolio management

Minimum capital and investor profile

The minimum capital required for admission to the club starts at 10,000 USD, ensuring that each member holds a meaningful stake in the strategy while keeping access open to serious individual investors, entrepreneurs, family offices and smaller institutions. This threshold helps build a community of participants who understand that equity investing involves both opportunity and risk, including temporary volatility and drawdowns.

The club is not open to the general public and is not marketed through retail channels; participation is limited and subject to an application and onboarding process. Each prospective member’s financial profile, investment experience, time horizon and risk tolerance are assessed to ensure alignment with the long‑term, value‑and‑growth‑oriented philosophy that guides all decisions of the club.

Communication and risks

Members receive transparent communication about portfolio strategy, investment rationales and risk considerations through periodic updates and reports. These communications are designed to help investors understand not only performance, but also the fundamental drivers behind returns and the developments in the businesses held in the portfolio.

Participation in the club involves exposure to the inherent risks of equity markets, including market risk, company‑specific risk, sector concentration risk and potential currency risk related to U.S. dollar‑denominated assets. Investors should commit only capital they are prepared to keep invested for the agreed 1‑ to 3‑year period and should be comfortable with volatility and drawdowns in pursuit of superior long‑term returns.