Insights

In our launch video, our Founder and CIO Michel Mamet sits down to tell the GERAF story in his own words — why he built it, how the strategy works, who's behind it, and why he believes now is the right time and what we believe makes this a compelling opportunity for wholesale investors.

In an era of elevated sovereign debt, persistent geopolitical tensions, and volatile financial markets, GERAF was established to deliver investors concentrated exposure to high-quality real assets across Precious Metals, Energy, and Industrial Metals. By focusing on listed companies with global operations, disciplined valuation frameworks, and built-in liquidity, the strategy aims to generate reasonable long-term returns with a meaningful margin of safety — even as traditiona