Our Team

Robert Tate, CA, CFA

Founder and Investment Coordinator
[email protected]
+1 345 929 9943

Robert is a Co-founder and the Investment Coordinator of Global Rational Capital. He has held several positions in the fund management and financial services industry.

From 2013 to 2017, Robert was the Co-manager of OAM European Value Fund at Overseas Asset Management (Cayman) Ltd. (“OAM”) where he sought businesses in Europe which he could understand and buy at a price below what he estimated the business to be worth based on the business’s earning power. Robert is grateful to Mr. Desmond Kinch, founder of OAM, for sharing his wisdom in rational investing.

From 2012 to 2017, Robert also invested in the Florida and Michigan residential real estate market, through the purchase of foreclosure properties from distressed sellers in the aftermath of the great recession, with the long-term view of cash flow rental income and capital appreciation.

Robert was a fund accountant at UBS Fund Services (Cayman) Ltd. (subsequently acquired by MUFG Alternative Fund Services (Cayman) Limited) from 2011 to 2013. He was a senior fund auditor at Deloitte & Touche Cayman Islands and New York from 2010 to 2011. He was also a senior auditor of industrial companies at Deloitte & Touche South Africa from 2007 to 2010.

In total, Robert has over 10 years of experience working in the fund management and financial services industry.

Robert is a Chartered Accountant (“CA”) and a member of the South African Institute of Chartered Accountants (“SAICA”, Membership# 09115015) and the Cayman Islands Institute of Professional Accountants (“CIIPA”, Membership# 1623). Robert is also a Chartered Financial Analyst® (“CFA®”) Charterholder and a member of the CFA Institute (Membership# 6130282). Robert studied for and passed the CA and CFA exams simultaneously.

Robert is an active member of Rotary International and the Chairman of the Leadership Cayman program, part of the Cayman Islands Chamber of Commerce.

Robert graduated from the Nelson Mandela Metropolitan University (previously the University of Port Elizabeth) in South Africa with a postgraduate Honours degree and Bachelor of Commerce degree in Finance and Accounting. Robert is a British and South African citizen and resides in the Cayman Islands.

Robert is registered as a Director with the Cayman Islands Monetary Authority under the Directors Registration and Licensing Law of the Cayman Islands.