GLOBUS WEALTHGLOBAL INVESTMENT PLATFORM
GLOBUS WEALTH / SENIOR STRATEGYPROPOSED FUND

Pursue Opportunity.
Rethink Downside Risk.

GLOBUS PROTECTED ALPHA

Returns matter. Let’s give risk the same attention.

We begin with a different question: how much could you lose? Globus Protected Alpha is a proposed senior strategy built around a defined, finite first-loss mechanism, subject to definitive terms.

Explore the strategyInstitutional inquiries

Proposed senior strategy. Not an offer to invest.
First-loss capital is not principal insurance or a guarantee.

Contemporary glass architecture at dusk
GLOBAL PERSPECTIVEDISCIPLINED BY DESIGN
01 / THE FLAGSHIP

One fund.
A first layer of defense.

THE PROPOSED
CAPITAL STRUCTUREIllustrative. Unconfirmed.
$100M

Target senior capital

$10M

Proposed first-loss layer

10%

First-loss layer / senior capital

02 / A DEFINED FIRST LAYER

See which capital layer absorbs a portfolio loss.

The proposed first-loss layer sits beneath the senior strategy. Explore initial loss allocation—not elimination of investment risk.

One portfolio.
Two capital layers.

In this illustration, an unfunded, privately negotiated $10M first-loss layer is proposed beneath the $100 million senior target.

SENIOR INVESTOR CAPITAL$100MPriority over the junior layer
PROPOSED FIRST-LOSS LAYER$10MAbsorbs initial losses

The proposed $10M layer equals 10% of senior capital, or 9.09% of the combined $110M portfolio. Its funding and contractual terms remain unconfirmed.

ILLUSTRATIVE WATERFALLNOT A FORECAST
4.0%
0%30%
Senior capital remains intact in this illustration.
Total portfolio loss$4,400,000
Loss absorbed by junior capital$4,400,000
Loss allocated to senior capital$0
SENIOR BALANCE$100.00M
FIRST-LOSS BALANCE$5.60M

Illustrative analysis only. Actual loss allocation, investor rights, fees, and protections will be governed by definitive offering documents. Not principal insurance or a guarantee.

02 / THE FIRST-LOSS STRUCTURE

One portfolio.
Two layers of capital.

A proposed architecture built for transparent evaluation. Every appointment, role, and term remains subject to formal structuring and approval.

PLATFORM BRANDGLOBUS WEALTH
PROPOSED
PROPOSED INVESTMENT VEHICLE

Globus Protected Alpha Fund

Protected-alpha / first-loss structure

01

Senior investors

Family offices & institutions

ILLUSTRATIVE $100M
02

First-loss layer

Privately negotiated founding capital

PROPOSED $10M · NOT OFFERED HERE
03

Investment manager

Portfolio management

APPOINTMENT PENDING
04

Independent providers

Administration, custody & oversight

APPOINTMENTS PENDING
INDICATIVE FUND TERMS

The structure is a proposal.
The details matter.

Illustrative target: $100 million senior capital with a proposed $10M first-loss layer, or $110 million combined. Funding is unconfirmed. The founding-capital arrangement is privately negotiated and is not offered through this website.

03 / INVESTMENT PHILOSOPHY

Risk-conscious
investing.
Defined loss allocation.

A proposed senior strategy that gives the consequences of being wrong as much attention as the pursuit of investment performance.

See the $10M first-loss waterfall

Investors naturally focus on potential return. The proposed Globus Protected Alpha strategy also asks how uncertainty and adverse outcomes may affect capital. The manager is not publicly identified and has not been formally appointed.

The proposed $10M first-loss layer is intended to absorb eligible initial losses before senior capital, subject to definitive agreements. This privately negotiated founding-capital arrangement is not offered or solicited through this public website, and funding is unconfirmed.

A first layer of defense

A proposed, unfunded $10M layer sits beneath a $100 million senior-capital target, subject to definitive agreements.

Performance opportunity

The proposed senior strategy is paired with three preliminary fee choices; see the class comparison and its limitations.

Transparency at every layer

See how much the backstop absorbs, when it runs out, and what investment risks remain.

PROPOSED RISK-FIRST INVESTMENT PHILOSOPHYPROPOSED PHILOSOPHY · APPROVAL PENDING

Understanding Risk Is the Foundation for Protecting Wealth

Investment Philosophy — Globus Protected Alpha

Draft copy for future review. No investment manager has been formally appointed.

Investors spend considerable time asking how much money they can make. Far fewer begin with the question that may matter most: How much could I lose?

Human nature encourages optimism. We tend to focus on favorable outcomes and underestimate the cumulative impact of adverse events. Yet even relatively unlikely losses can become significant when capital is exposed to risk repeatedly.

Successful long-term investing requires more than identifying opportunities. It requires understanding uncertainty, measuring exposure, and building disciplined processes for managing unfavorable outcomes.

At Globus Protected Alpha, our proposed approach combines two complementary principles.

01
Risk-conscious portfolio management

Investment decisions should reflect not only potential returns but also the consequences of being wrong.

02
Structural downside mitigation

A dedicated junior first-loss capital layer is intended to absorb an initial amount of portfolio losses before senior investors experience those losses, subject to the fund’s contractual terms.

Neither discipline eliminates market risk. A first-loss layer can be exhausted, and investors may lose capital.

Our objective is to create an investment structure in which the management of downside exposure receives the same attention as the pursuit of investment performance.

Because building wealth is important. Preserving it matters just as much.
Proposed Globus Wealth investment philosophy. Subject to review and approval by the appointed investment manager and legal counsel.
See how the first-loss layer works
GLOBUS PROTECTED ALPHA / PROPOSED APPROACHSUBJECT TO APPOINTMENT, DUE DILIGENCE & VERIFICATION

Institutional
Investment Management

A risk-aware approach to portfolio construction, supported by a proposed structural layer designed to absorb initial losses.

The proposed strategy is intended to be managed by an experienced investment professional whose philosophy places risk management at the center of portfolio construction. The manager’s formal appointment, experience, credentials, and investment record remain subject to due diligence and verification.

Disciplined capital allocationRisk evaluation is intended to inform investment decisions alongside potential returns.
Long-term investment performanceThe proposed strategy seeks a disciplined long-term approach. No return or performance result is represented or guaranteed.
A proposed 10% first-loss layerAn uncommitted $10M layer equals 10% of the $100 million senior target. Its founding-capital arrangement is privately negotiated, not offered on this website; funding and definitive documents remain pending.

If the fund, materials, eligibility controls, and secure access process are later established and approved, detailed strategy and verified performance information may be made available through confidential due diligence. No confidential memorandum or secure delivery process is currently available.

No manager identity is publicly disclosed or formally appointed. The manager’s experience, ten-year record, operating controls, and first-loss funding remain unverified or unconfirmed. Any public page and proposed fee terms require securities-counsel review before publication.

Explore the first-loss structure
10-YEAR PERFORMANCE / INTERNAL REVIEW

Reported investment history.
Verification pending.

A manager-reported performance-summary excerpt has been received and is being held for internal review. Its underlying report, full return series, attribution, calculation methods, and permission for use have not yet been reviewed.

INTERNAL REVIEW ONLY · FIGURES WITHHELD FROM THIS PAGE

The supplied excerpt does not establish that the described strategy or manager is connected with Globus Protected Alpha. No manager has been formally appointed to GPA, and none of the reported figures is presented as GPA performance.

Do not publish performance figures until the original report and supporting records are obtained, attribution and methodology are verified, written permission is received, and securities counsel and compliance approve their use. Past performance does not guarantee future results.
04 / PROPOSED SENIOR SHARE CLASSESPRELIMINARY TERMS · COUNSEL REVIEW PENDING

Three fee structures.
One proposed strategy.

The supplied draft outlines three proposed senior classes. Each uses the same intended underlying strategy and senior priority; the proposed difference is the annual management-fee and performance-fee pairing.

Class A01

Lower annual management fee · higher performance fee

Annual management fee1.5%
Performance fee30%
PROPOSED SENIOR CLASS · TERMS NOT FINAL
Class B02

Middle management-fee and performance-fee pairing

Annual management fee2.0%
Performance fee20%
PROPOSED SENIOR CLASS · TERMS NOT FINAL
Class C03

Higher annual management fee · lower performance fee

Annual management fee3.0%
Performance fee10%
PROPOSED SENIOR CLASS · TERMS NOT FINAL
Working terms only. These fee pairings are preliminary draft figures—not approved offering terms, a subscription offer, or individualized guidance. Hurdles, calculations, fee bases, expenses, crystallization, liquidity, eligibility, and other details are not specified here. Final terms require securities-counsel review and definitive documents. A counsel-approved confidential memorandum is not currently available through this website.
Request non-binding institutional information
05 / QUALIFIED INVESTOR ACCESSSECURE DOCUMENT DELIVERY NOT YET AVAILABLE

For sophisticated investors.
Diligence, when ready.

The intended process is for eligible family offices and institutional investors to request information, complete eligibility review, then receive approved materials through a secure, verified channel.

01
Make a non-binding request

Use the institutional inquiry form. Do not send identity documents, account data, or confidential portfolio materials.

02
Eligibility & approvals

Eligibility procedures, approved offering materials, and securities-counsel review must be established before diligence access.

03
Secure delivery, if authorized

A verified secure document-delivery process must be configured before confidential materials can be shared.

The confidential memorandum, investor portal, eligibility checks, and secure document-delivery workflow are not available in this first-phase website. An inquiry does not qualify an investor or guarantee access to materials.

Request information
05 / NON-BINDING INSTITUTIONAL REQUEST

Request
information.

For qualified family offices and institutions interested in the proposed senior strategy and its preliminary share-class framework.

This is a non-binding inquiry, not an investment commitment. No junior offering, funds, subscriptions, or account information are accepted here.

This form is not a secure document-delivery channel. Please do not send identity documents, bank details, or sensitive financial records.

Allocation ranges describe inquiry interest only—not minimum subscription amounts. This form sends an owner notification; it does not create a CRM record or send a confirmation email.