General Assets is a global investment management firm with solid core principles that define our investment strategy and operating model

 Core Principles

• Capital preservation and growth across Limited Partner contributions

• The time-horizon for our fund allocations is medium- to long- term spectrum, with a minimum investment period of 5 years

• Allocate investments to socially responsible companies, industries, and sectors. Portfolio companies or entities contribute to the development and welfare of local and global communities.

• Strategic deployment of fund resources towards assets and securities that our team believes to be attractively priced or underpriced.

• We aim to achieve an average performance across the hedge fund industry in the long-term, which allows us to outperform other funds during periods of economic headwinds.

Operating Model and Investment Strategy

• Asset Classes

  • Stocks

  • Real Estate

  • Bonds

  • Cash and cash equivalents

  • Metals and commodities

  • Crypto currencies and digital assets

• Valuation Methods: our fund leverages a combination of market-level and company-specific indicators to analyze each investment opportunity at different points in time.

  • Market valuation: we assess the value of companies relative to market-level indicators such as P/E ratios.

  • Intrinsic value: we discount expected future returns and expected growth of the companies that we research to determine the value of our potential investments, and to assess if the market value of such companies represent an attractive investment opportunity.

  • Macroeconomic indicators: we pay constant attention to macroeconomic indicators such as interest rates, inflation, GDP growth, and geopolitical considerations that impact our risk appetite and the aggressiveness of our investment decisions at different points in time.

• Investment Strategies: our portfolio is comprised of long positions in major economic sectors, with a primary focus in US-equities and equities in other developed countries. We specialize in the following sectors:

  • Technology

  • Healthcare & Life Sciences

  • Financial Services

  • Energy

  • Real Estate & Infrastructure

  • Retail & Consumer 

  • Media, Telco, and Entertainment

  • Industrials

• We strategically allocate a relatively small share of our portfolio to Corporate and Treasury Bonds, as part of our hedging and risk mitigation strategy.