Conviction compounds.

Event-driven global equities, focused on structural shifts in the world’s largest companies — before they become consensus.

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Four structural shifts in the world’s largest economies.

Investment Themes
04 · Concentrated

Defence & Aerospace

Sustained, multi-year procurement cycles across allied nations and a structural rebuild of sovereign capability.

National Security

Aviation

Space Innovation

Radar sweep · allied procurement

Frontier Technologies

The picks and shovels of the digital economy — category leaders with deep moats in AI, quantum, and silicon.

Quantum Computing

Advanced Semiconductors

Node lattice · digital economy

Energy Technology

A multi-decade transition across generation, storage, and the electrification of industry.

Renewables

Battery Storage

Electrification

Flow · radiant source

Advanced Manufacturing

Reshoring and the reconfiguration of global supply chains around resilience over efficiency.

Automation

Robotics

Resilient Supply Chains

Reshoring · resilient supply

Performance · 2026 YTD

Two concentrated strategies. One thesis.

IS Global Equity Fund

102.00%

2026 YTD · Placeholder

+19.05%

2025

+14.45%

2024

+132.32%

Since Inception

CH Long Short Fund

172.91%

2026 YTD · Placeholder

TBC

2025

TBC

2024

TBC

Since Inception

Past performance is not a reliable indicator of future returns.

Wholesale & Sophisticated Investors

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This communication is intended solely for Sophisticated Investors and Wholesale Clients within the meaning of section 708(8)(c) of the Corporations Act 2001 (Cth). It does not constitute an offer, recommendation, or solicitation to any retail investor. Past performance is not a reliable indicator of future returns.