ibx

Tailored, real-time insights bring a new level of precision to our investment decisions. Geopolitical events, market movements, emergent risks and opportunities...we feel we don't miss a thing.

Access to an exceptional network of investors backed by an intelligent system that allows us to 'talk to our portfolio'... ibx makes going from data and events, to insights and action seamless.

The speed and ability of the system to join the dots and unearth new alpha sources, cost efficiencies and emergent risks is exceptional. It has become an indispensable tool at our investment meetings.

Our Mission

We harness the power of experience, judgement and technology to protect and compound real wealth for a small number of partners. We do this by combining the precision of data and the power of artificial intelligence (AI) with the judgement and insight of domain experts. Our approach is relentlessly focused on real long-term performance, applying the principles of Modern Endowment Management augmented by cutting-edge machine learning techniques, deep strategic thinking and multi-disciplinary domain mastery.

Benchmark agnostic

We believe that a multi-asset portfolio with a pronounced equity bias has the highest probability of generating inflation beating long-term compound wealth.

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Fundamental underwriting

We believe that strategic asset allocation cannot overcome weak investment selection. Each investment must stand on its own merits.

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Differentiated investments

We believe that independence of thought and analysis are the key to selecting high conviction, differentiated investments that drive out-performance.

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Avoid leverage

We believe that leverage cannot turn a bad investment into a good one. It can, however, convert a temporary impairment into a permanent loss.

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High bar for illiquidity

We believe certain private investments can generate performance commensurate with the constraints they impose. The bar for inclusion, however, is high.

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Long-term performance focus

We believe in investing for the long-term to benefit from the power of compounding and aim to build resilient portfolios able to take advantage of temporary price dislocations.

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Modern endowment management.

Augmented by technology.

Our Mission

Benchmark agnostic

Fundamental underwriting

Differentiated investments

Avoid leverage

High bar for illiquidity

Long-term performance focus