GLOBUS WEALTHGLOBAL INVESTMENT PLATFORM
GLOBUS / INVESTMENT PHILOSOPHY

Reported investment history.
Verification pending.

A manager-reported performance-summary excerpt is held for internal review only; its supporting report, attribution, and methodology remain unverified. No manager has been appointed and the figures are not GPA performance.

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.
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.