We manage one Fund and our sole objective is to ensure it outperforms the global equity market.
All of our investable net worth is in the Fund alongside the interests of all shareholders.
Our fees are more sensitive to investment outperformance than to assets under management.
We look for good businesses we can understand and buy at a price below intrinsic value.
We view all shareholders as owner-partners who have entrusted their capital to us for the long-term.
Global Rational Capital Management Ltd. is the Investment Manager of Global Rational Capital Fund and is registered with the Cayman Islands Monetary Authority under the Securities Investment Business Law.
Since inception on 1 July 2017 to 28 February 2019, Global Rational Capital Fund (the “Fund”) has generated a net return of 40% while the MSCI All Country World Index has returned 12%. Our investment philosophy is simple – we look for good businesses we can understand and buy at a price below intrinsic value. […]
