Point Hope has unveiled the Anchor Generational Assets Fund, a global equities strategy aimed at investors with multidecade investment horizons. This new fund focuses on businesses with enduring competitive advantages, designed to sustain returns across economic cycles rather than short-term gains.
The fund’s strategy is informed by Point Hope’s research into business longevity, examining how companies maintain economic relevance amidst competition and technological change. “Over the years, we have run a range of different strategies, but once we began viewing investing through the lens of generational durability—asking which businesses could survive and thrive not just this cycle but across generations—everything changed,” said Guan Zhen Tan, Chief Investment Officer of Point Hope.
The Anchor Generational Assets Fund invests in a select group of high-quality businesses, primarily in the United States and China, known for their technological leadership and capital formation. These companies are characterised by strong pricing power, dominant market positions, and conservative balance sheets. The fund’s investment process emphasises deep research, disciplined capital allocation, and patience, resulting in a concentrated portfolio with low turnover.
Point Hope, operating from Singapore and Kuala Lumpur, manages capital with an institutional mindset, prioritising risk management and long-term survivability. The firm’s principals are the largest investors in the fund, aligning their interests with those of their clients. The fund is intended for family offices and accredited investors, with further information available upon request.
