Investment Approach
Generate Income & Compound Capital
Utilize flexible, cost-efficient, and professionally managed investment platform to compound capital while generating significant sustainable, inflation-adjusted income over time
Prudent and Informed Risk Taking
Leverage deep public and private sector investment expertise to deliver superior, risk-adjusted multi-asset class returns across global markets, with a disciplined emphasis on absolute performance and robust downside protection
Utilize Leverage & Derivatives Thoughtfully
Use leverage and derivative protection selectively to enhance returns, support agile portfolio repositioning, and capture opportunities from interest rate and currency valuation differentials
About Us
Nick Whyatt, CEO, CIO & Founder
Neil Cowhig, Chief Operating Officer
Neil Cowhig, Chief Operating Officer
Portfolio manager with 27+ years of global investment experience across public debt and equity markets
Multi-asset class and broad analytical expertise developed working in London, Los Angeles, Geneva, Tokyo and Hong Kong as a Partner at The Capital Group, Inc.
Nick interned at Mercury Asset Management, Rothschild & Co, and Henderson Croths
Portfolio manager with 27+ years of global investment experience across public debt and equity markets
Multi-asset class and broad analytical expertise developed working in London, Los Angeles, Geneva, Tokyo and Hong Kong as a Partner at The Capital Group, Inc.
Nick interned at Mercury Asset Management, Rothschild & Co, and Henderson Crothswaite before graduating from McGill University with a BA (Honours) in Political Science as the Hugh Brock Scholar
Neil Cowhig, Chief Operating Officer
Neil Cowhig, Chief Operating Officer
Neil Cowhig, Chief Operating Officer
30+ years of hedge fund operations experience, including roles at Nomura and Deutsche Bank
Neil has worked both as COO/CCO for hedge funds and as an ODD professional for a major hedge fund investor.
Neil began his career at BDO as a Chartered Accountant and holds a Physics degree from Liverpool University
Francesca Carega, Senior Advisor
Francesca Carega, Senior Advisor
Francesca Carega, Senior Advisor
Former Co-Head of Absolute Returns at the Wellcome Trust, a $45bln charitable foundation
Francesca is an experienced private and public market investor. She worked as an investment analyst at Montgomery Securities before moving into Fund of Funds at a Family Office in New York and Merrill Lynch in London. Francesca then co-led the Absolute
Former Co-Head of Absolute Returns at the Wellcome Trust, a $45bln charitable foundation
Francesca is an experienced private and public market investor. She worked as an investment analyst at Montgomery Securities before moving into Fund of Funds at a Family Office in New York and Merrill Lynch in London. Francesca then co-led the Absolute Return and Buyout team at the Wellcome Trust.
Francesca graduated from Georgetown University with a BA in International Relations and Affairs.
Birch Partners Limited
Francesca Carega, Senior Advisor
Francesca Carega, Senior Advisor
Family office investing across global capital markets to compound wealth over the long-term