Global 500 Strategy

An index fund's diversification, with the tax control only direct ownership can give you.

The Global 500 gives clients direct ownership of the 500 largest publicly traded companies on earth, from U.S. technology leaders like Apple and Nvidia to global names like Nestlé and LVMH. Inspired by the approach that built Norway's Sovereign Wealth Fund into the world's largest at $1.5 trillion, the strategy uses a passive, market-cap-weighted methodology to capture the long-term growth of the global economy. The portfolio is rebalanced annually to reflect shifts in market leadership, so the holdings always track where the world's growth is actually happening.

Unlike traditional index funds or ETFs, the Global 500 is structured as a Separately Managed Account, meaning clients directly own every stock in the portfolio rather than shares of a pooled fund. This unlocks advantages pooled vehicles cannot offer: full transparency into holdings and transactions, the ability to apply sector, factor, or company tilts based on personal preferences, and the ability to harvest tax losses at the individual stock level. With 500 individual positions, there are always opportunities to realize losses that offset capital gains elsewhere, designed to enhance after-tax returns over time.

The strategy is built with cost efficiency at its core, charging a flat annual management fee with no layered fund expenses. Its passive approach and low turnover minimize transaction costs and taxable events, keeping more capital invested and compounding. For advisors and high-net-worth investors who want broad global equity exposure with the transparency, customization, and tax control that only direct ownership can provide, the Global 500 is built for exactly that.