Monetary Assets
Core allocation to Bitcoin as a non-sovereign store of value and digital gold equivalent.
Alternative Strategy
Digital Asset Class.
Institutional-grade exposure to digital assets, diversified across monetary assets, protocols, and infrastructure.
All Strategies Strategy Architecture
Digital exposure inside an institutional wrapper.
The strategy treats digital assets as an emerging financial infrastructure layer, with allocation, custody, and operational controls designed for institutional review.
20.5%
5-Year CAGR
0.65
Sharpe Ratio
$5M
Minimum
2017
Inception
Investment Discipline
The mandate, in plain terms.
We view digital assets not merely as speculative instruments, but as the foundational layer of a new internet financial system.
The strategy actively manages exposure across store-of-value assets, smart contract platforms, and decentralized infrastructure while mitigating individual project risk through diversification and technical diligence.
Portfolio Construction
Technology exposure with custody discipline.
Layer 1 Protocols
Infrastructure platforms such as Ethereum and Solana that power the decentralized web.
DeFi & Web3
Selected exposure to decentralized finance protocols and tokenized asset infrastructure.
Institutional Custody
Segregated cold storage with qualified custodians and multi-signature authorization.
Performance Record
Performance History
Compared with the MVIS Digital Assets 10 benchmark.
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +35.2% | +28.5% | +6.7% |
| 1 Year | +42.1% | +34.8% | +7.3% |
| 3 Years Ann. | +18.4% | +14.2% | +4.2% |
| 5 Years Ann. | +20.5% | +17.1% | +3.4% |
| Since Inception | +28.2% | +24.5% | +3.7% |
Operating Standard
Innovation exposure, but governed like capital.
The mandate keeps digital asset language restrained and institutional. Positioning, custody, liquidity, and counterparty controls matter as much as the technology thesis.
- Qualified custody and offline storage controls
- Protocol-level technical and governance diligence
- Liquidity and drawdown limits reviewed at investment committee
IMPORTANT DISCLOSURES: Digital asset investments are highly speculative and volatile. They involve a high degree of risk, including the potential for total loss of principal. Regulatory changes, cybersecurity risks, and technological failures may impact performance.