Focused Global Equity Fund
Aligned to outperform the MSCI ACWI through deep research
132%
TOTAL RETURN
OVER 5 YEARS
18%
ANNUAL RETURN
OVER 5 YEARS
+56%
EXCESS RETURN
VS MSCI ACWI
Performance Track Record
6% annual outperformance vs MSCI ACWI over the last 5 years
Performance is based on the monthly change in the Fund’s Net Asset Value per Participating Share, net of all fees and expenses. The MSCI ACWI USD Net Returns Index is the Fund’s benchmark, tracking approximately 85% of global equity markets with dividends reinvested after withholding taxes. Alpha is the Fund’s excess return over the benchmark. CAGR is the Compound Annual Growth Rate. Past performance is not indicative of future results. Data is presented as of 30 November 2025, in US dollars.
Our Philosophy
FAIR principles guide every investment decision we make
F
Focus
One fund, one objective: ACWI outperformance.
A
Alignment
Founders invested alongside all shareholders.
I
Incentives
Outperformance fees only when we beat the ACWI.
R
Rational
AI-enhanced research-driven stock analysis.
The Team
Experienced professionals aligned with your long-term success
Robert Tate
CA, CFA
Robert is a Chartered Accountant and CFA charterholder with extensive experience in fund management and financial services. He was Co-manager of OAM European Value Fund (2013–2017), and previously worked for UBS and Deloitte. Robert brings a research-driven approach to global equity investing. He has been a Director of Global Rational Capital Fund since its inception in 2017 and is invested in the Fund alongside all shareholders.
Louise Tate
Co-Founder & Operations Officer
CFA Investment Foundations
Louise oversees all operational aspects of the fund including shareholder services, regulatory compliance, cybersecurity, and internal controls. She works closely with Robert in the weekly portfolio review process, ensuring rigorous oversight of all investment decisions. Louise serves as the fund’s Anti-Money Laundering Compliance Officer and is invested in the fund alongside all shareholders.
Ross Davidson
Director
CPA, CGA
Ross is a Chartered Professional Accountant with over 40 years of experience in public practice and as President & CEO of Great West Equipment (2002-2020), where he grew the business twenty-fold. Ross brings valuable business leadership experience and governance expertise, having served as Governor for the Canadian Federation of Independent Business representing British Columbia (2014-2020).
Fund Publications
Transparent reporting for informed investment decisions
F
Factsheet
30 November 2025
Key performance metrics and portfolio characteristics.
Recent Performance
Over the 12 months ending 30 November 2025, the Fund generated a net return of 38%, while the benchmark generated 18%. The recent significant alpha generation is a result of a rigorous investment methodology, enhanced by AI.
Contact
Contact our Operations Officer to receive the Offering Memorandum
Louise Tate
Co-Founder & Operations Officer
louise.tate@globalrationalcapital.com
Global Rational Capital Fund
Cayman Islands Exempted Company
Registered with the Cayman Islands Monetary Authority
Co-Founder & Operations Officer
louise.tate@globalrationalcapital.com
Important Information: An investment in Global Rational Capital Fund involves risk, including possible loss of principal. Past performance is not indicative of future results. The fund is not available to the public and is only available to High Net Worth Persons and Qualified Persons as defined in the fund’s Offering Memorandum. This website does not constitute an offer to sell or a solicitation of an offer to buy Participating Shares in any jurisdiction. Prospective investors should review the Offering Memorandum carefully before investing. The fund is registered under Section 4(1)(b) of the Mutual Funds Act to carry on mutual fund business in or from the Cayman Islands.
© 2025 Global Rational Capital Fund. All rights reserved.