Long-term shareholder of carefully selected companies.
Tar Heel Capital
Global Innovation
Absolute return fund with focus on innovation and high-quality small and medium companies operating in fast growing markets.
All investment decisions are driven by in-depth research and based on rigorous analyses. Fund management team members are significant investors.
Machines could take over 80 million American and 15 million British jobs over the next 10 to 20 years. That’s roughly 50% of the workforce in each country.
- Andy Haldane, Chief Economist at the Bank of England
There will be so many IP addresses…so many devices, sensors, things that you are wearing, things that you are interacting with that you won’t even sense it.
- Eric Schmidt, ex-CEO Google
Never before our sector was more exciting and full of possibilies than today. Digitization gives new chances of growth and reduces barriers for another billion players.
- Andrew Wilson, CEO Electronic Arts
I do believe this is bigger than the first wave of the Internet. 50 billion devices will be connected online by 2020.
- Chuck Robins, CEO Cisco
Investment Philosophy
Sector and geography diversification.
Exposure to innovators able to disrupt the whole industries.
Long-biased to maximize return but hedged to reduce downside in a bear market.
Geography
Fundamentally sound and innovative companies are listed in every country but developed markets are the most important region.
Access to business models not available to investors with mandates limited only to specific countries or regions.
Legal structure
Tar Heel Capital Global Innovation is a Closed-End Investment Fund with limited distribution.
Fund is regulated by Polish Act on Investment Funds. Minimum investment 40 000 EUR.
Fund is administered by AgioFunds TFI S.A. (polish fund management company), mBank S.A. (Commerzbank group) is a fund depositary.