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Insights
How Does GERAF Ensure Investor Alignment?
"Show me the incentives, and I'll predict the behaviour." Our Founder & CIO Michel Mamet, paraphrasing Charlie Munger, on how GERAF is built for alignment: an independent trustee and administrator from day one, fees benchmarked ~20% below the peer group average, and a substantial portion of performance fees reinvested straight back into the fund. Every member of the GERAF team invests their own capital alongside investors. #GERAF #InvestorAlignment #Governance #WholesaleInves
Andrew Lye
Oct 261 min read
Who is Supporting GERAF?
Who is Supporting GERAF?
Trust is earned over decades, not months. Our Founder & CIO Michel Mamet on GERAF's cornerstone investors — each a relationship built over 15+ years
Andrew Lye
Oct 121 min read
Why are we launching GERAF?
Every fund starts somewhere. Here's ours. "When I was looking to deploy my own capital across the market, I was surprised at how few world-class global funds existed in our country for the commodities complex," says Michel Mamet, GERAF's Founder & CIO. "That really led me to thinking about whether there was a business opportunity here." Two years, one strategic review, and a decade of backtesting later — GERAF was born.
Andrew Lye
Sep 221 min read
What does GERAF actually invest in?
"The acronym stands for Gold, Energy and Resources Alpha Fund," says our Founder and CIO Michel Mamet. "What we're trying to do is create a fund for wholesale investors to get exposure to real assets — the commodities complex — with a global lens, across companies that are fast growing."
Andrew Lye
Sep 151 min read
The 3 Trades That'll Win the Next Decade (Money of Mind Podcast)
In "The 3 Trades That'll Win the Next Decade," Michel walks through the thesis behind GERAF: why gold, energy, and resources represent a compelling decade-long opportunity, and how the fund has been positioned to capture it.
Andrew Lye
Jun 91 min read
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