Digital Asset
Class.
Institutional-grade exposure to the emerging digital economy. A diversified basket of cryptocurrencies and blockchain protocols designed for asymmetric growth and technological innovation.
20.5%
5-Year CAGR
0.65
Sharpe Ratio
$5M
Minimum Inv.
2017
Inception
Investment Thesis
We view digital assets not merely as speculative instruments, but as the foundational layer of a new internet financial system. Our strategy moves beyond simple "buy and hold" to actively manage exposure across the technology stack.
By focusing on Store of Value (Bitcoin), Smart Contract Platforms (Ethereum, Solana), and Decentralized Infrastructure, we capture the structural growth of the ecosystem while mitigating individual project risk through diversification and rigorous technical due diligence.
Portfolio Construction
Monetary Assets
Core allocation to Bitcoin as a non-sovereign store of value and digital gold equivalent.
Layer 1 Protocols
Infrastructure platforms like Ethereum and Solana that power the decentralized web.
DeFi & Web3
Selected exposure to high-growth decentralized finance protocols and tokenized assets.
Performance History
vs MVIS Digital Assets 10| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +35.2% | +28.5% | +6.7% |
| 1 Year | +42.1% | +34.8% | +7.3% |
| 3 Years (Ann.) | +18.4% | +14.2% | +4.2% |
| 5 Years (Ann.) | +20.5% | +17.1% | +3.4% |
| Since Inception | +28.2% | +24.5% | +3.7% |
Strategy Details
- Asset Class
- Digital Assets
- Style
- Active / Thematic
- Holdings
- 10-15
- Benchmark
- MVIS Digital 10
- Liquidity
- Weekly
- Fee Structure
- 2.00% + 20%
Institutional Custody
Assets are held in segregated, offline cold storage with qualified custodians (Fidelity Digital Assets, Coinbase Institutional). Multi-signature authorization required for all transfers.
Portfolio Manager
Alex Thorne
Head of Digital
Former macro strategist turned digital asset specialist. 10+ years in crypto markets with background in algorithmic trading.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
IMPORTANT DISCLOSURES: Digital asset investments are highly speculative and volatile. They involve a high degree of risk, including the potential for total loss of principal. Regulatory changes, cybersecurity risks, and technological failures may impact performance. This strategy is suitable only for investors with a high risk tolerance and long-term time horizon.