Q4 2026 Letter to Investors now available

Private capital,
engineered for the
long horizon.

Smart Investments is a multi-strategy investment firm serving principals, founders, and family offices. We compound capital with discipline, data, and a thirty-year point of view.

S&P 5005,847.21+0.82%·
NASDAQ18,943.55+1.14%·
GOLD2,684.40+0.37%·
BTC98,214.00+2.41%·
10Y UST4.214%-0.03·
EUR/USD1.0482-0.11%·
OIL WTI72.18+0.66%·
VIX14.92-1.20%·
S&P 5005,847.21+0.82%·
NASDAQ18,943.55+1.14%·
GOLD2,684.40+0.37%·
BTC98,214.00+2.41%·
10Y UST4.214%-0.03·
EUR/USD1.0482-0.11%·
OIL WTI72.18+0.66%·
VIX14.92-1.20%·
S&P 5005,847.21+0.82%·
NASDAQ18,943.55+1.14%·
GOLD2,684.40+0.37%·
BTC98,214.00+2.41%·
10Y UST4.214%-0.03·
EUR/USD1.0482-0.11%·
OIL WTI72.18+0.66%·
VIX14.92-1.20%·
The Firm

Twenty-two years of compounding through every regime.

$9.5B
Assets under management
184
Institutional clients
16.8%
Net annualized return
22 yrs
Continuous track record
Strategies

Four disciplines. One philosophy.

Each strategy operates with independent risk budgets and shared infrastructure — a portfolio of returns, not opinions.

AUM
$4.2B

Quantitative Equity

Systematic long/short portfolios driven by proprietary factor models and machine-learned signals.

AUM
$2.8B

Private Credit

Direct lending and structured credit to middle-market companies with disciplined underwriting.

AUM
$1.6B

Global Macro

Discretionary positioning across currencies, rates, and commodities with rigorous risk frameworks.

AUM
$900M

Venture & Growth

Concentrated capital into category-defining founders across AI, climate, and frontier infrastructure.

Philosophy

We don't predict the market. We prepare for it.

Our investment committee operates on a thirty-year horizon. We size positions for survival first, returns second — because in compounding, what you avoid matters more than what you catch.

01
Risk first
Every position is sized against drawdown, not upside.
02
Asymmetric bets
We seek convex outcomes — limited downside, uncapped upside.
03
Skin in the game
Partners commit personal capital alongside every fund.
Begin a conversation

Capital deserves a considered partner.

Smart Investments accepts a limited number of new client relationships each year. Introductions begin with a private conversation.

Request an introduction