We construct, manage, and defend institutional investment mandates for principals who refuse to be average. Twenty-four strategies. One standard.
Live data from US, UK, European, and Asian exchanges. Live crypto feed via CoinGecko Global API.
Each mandate is constructed, stress-tested, and overseen by a named portfolio principal.
| Mandate | Ticker | Asset Class | AUM | YTD | 1Y | Expense |
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Since 2009, our flagship composite has compounded at 15.9% annualised net of fees — outpacing the MSCI World by 4.2 percentage points per annum, with lower drawdown.
For fifteen years, free money hid a thousand sins. Now, with the cost of capital restored to its historic function, the next decade belongs to those who priced it correctly. Our Q4 thesis on regime persistence.
A structural dislocation in private equity pricing has created the widest primary-secondary spread since 2009.
The market bought consumer-facing EV narratives. The compound returns will be earned upstream.
With real yields above 2% across the G7 curve, bonds are back to being bonds.
A curated curriculum for principals, allocators, and entrepreneurs. Click a track to view the full course syllabus.
Building, scaling, and financing private enterprise. For founders and the capital that backs them.
Reading macroeconomic regimes, understanding sectors, and valuing public equities.
Protecting capital across generations. Tax efficiency, structures, and estate planning.
Billionaires Strategy was founded in 2009 by a group of former endowment and family-office allocators who had grown exhausted of the agency conflicts embedded in conventional asset management.
We do not chase benchmarks. We construct portfolios intended to compound over decades, not quarters.
Every portfolio principal invests the majority of their liquid net worth alongside clients.
Our fee schedule is below industry. We do not charge performance fees unless we beat a true hurdle.
Fifteen years of audited, net-of-fee returns. Every mandate, every drawdown, every recovery.