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About

Global Ownership Portfolio

 

I invest in businesses I admire, run by people I trust.


Typically, that means a business model that benefits customers, employees and shareholders, in a market large enough to reward long-term ownership.

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I'd rather be broadly right about the future than precisely wrong about the next quarter.

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Price matters. The best prices often come with near-term controversy or uncertainty. When I'm wrong about a business, I sell.

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The portfolio is concentrated, usually around ten holdings, and I treat price volatility as servant, not guide to decision making. 

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The Global Ownership Portfolio is an actively managed certificate (AMC) issued by UBS Bank AG. It lets friends and like-minded investors invest alongside me. Aside from rainy-day funds, my family's life savings are invested in it.

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Investment decisions are mine. I manage the strategy at MRB Fund Partners, a Swiss asset manager supervised by FINMA.

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Read the Initiation Letter

For additional information, please contact
at@claycourt.capital

 

​Anastasios Tafakis
Fund Manager
MRB Fund Partners

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Disclaimer 
Clay Court Capital is not a legal entity. Responsibility for portfolio management of the strategy rests exclusively with MRB Fund Partners AG. This website is for information purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instrument. An “offer” can arise if sufficient terms and instrument details are communicated; this website does not provide such terms. To access the terms and conditions of the Global Ownership Portfolio please visit www.mrbfundpartners.ch


 

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