FAQs

No, the Impactfull Global Opportunities Fund is not a tech fund. It is a diversified global fund that:

• Invests across a broad range of sectors and geographies
• Aims to outperform the broader market in all conditions
• Seeks to identify undervalued stocks with the potential for long-term outperformance
• Balances sector and factor exposures at the portfolio level

While AI is the cornerstone of our investment process, our holdings span diverse sectors, from energy and materials companies, emerging technology players and global giants, industrials, healthcare, financials, and more.

For detailed geographic and sector exposures, please refer to our monthly reports.

Impactfull Partners is a technology-focused global equities firm that leverages a proprietary, AI-driven system to generate superior returns for sophisticated investors.

We use multiple LLMs to uncover undervalued, high-potential companies worldwide, giving Impactfull Partners a distinct advantage over traditional fund managers. The firm's entire investment process, from idea generation to risk management, is powered by AI and technology, positioning them to outperform traditional approaches.

The leadership combines deep financial expertise with unique strengths: Keith's successful track record as a fund manager over the last 10 years, and Youssef's software development skills, which underpins our idea generation. The firm is not limited to any geography, sector or size, allowing us to seize any investment opportunity globally. We maintain an open-minded, globally-focused investment approach, leveraging our strong networks in the business and technology sectors to find unique opportunities.

Together, "Impactfull" embodies our promise: to deliver high-impact performance through an intense and dedicated, technology-enhanced investment approach. This performance, and the resulting growth in AuM, directly enables our commitment to give back.

We distribute 50% of our carried interest to charitable causes that matter to us and our clients. So, the more we outperform the markets, the more generous we can be.

We believe this name accurately captures our ambition to be a leading force in the future of asset management, while also making a positive difference in the world:

• Impact: This speaks directly to the performance we strive to achieve. We aim to make a significant, positive impact on our clients' portfolios through superior returns. Critically, this strong performance and growth in Assets under Management (AuM) is the foundation for our ability to give back. Like TCI (The Children's Investment Fund), which uses its investment success to fund charitable initiatives, we believe that strong financial performance is a prerequisite for significant philanthropy.
• Full: This element signifies the intensity, dedication, and comprehensive approach we bring to our work. We are fully committed to leveraging every resource, particularly our AI-driven technology and deep expertise, to identify the best opportunities. We are fully immersed in the markets, fully engaged in rigorous research, and fully dedicated to our clients' success. The "full" aspect represents our unwavering commitment and the thoroughness of our process.

At the core of any of Impactfull strategies is a belief in the importance of understanding the fundamental drivers of a business and the long-term prospects for value creation. We are unwavering in our focus on the long-term, as we believe that over time, stock prices ultimately converge with the intrinsic value created by the underlying company.

The foundation of our investment thesis is always a deep understanding of a company's long-term prospects, competitive advantages, and growth potential. We seek to identify companies with durable competitive advantages, strong leadership, and clear paths to value creation. Rigorous analysis of these factors is the bedrock of our process.