Cranstoun Investment Fund — Rewa Udoji, Portfolio Manager

Est. 2018

Expanding Horizons.
Growth-momentum global equities with a Eurobond income anchor. BVI-regulated Approved Fund, USD base currency.

About

A Different Kind
of Investment Fund

Cranstoun is a BVI-regulated Approved Fund combining a growth-momentum strategy with disciplined risk management, capturing the most powerful structural innovation themes of our time.

We serve investors seeking long-term capital growth, backed by institutional governance and independent oversight.

Strategy
Growth momentum with leverage-enhanced exposure to global technology leaders and selective hard currency Eurobond positions.
Universe
USD-denominated public global equities, primarily US-listed, with global winners accessed via ADRs and a fixed income income anchor.
Horizon
Three-year investment horizon with a concentrated, conviction-weighted portfolio of 20–26 positions across 5–7 sectors.
Benchmark
MSCI World Index. Base currency: USD.
Investment Approach

Conviction-Driven.
Rigorously Executed.

01
Quality at the Core

We target elite businesses: simple to understand, with durable competitive advantages, exceptional unit economics, and the ability to compound capital over time. We avoid complexity and leverage we cannot underwrite.

02
Mosaic Research

Our investment process draws on the full mosaic of public information — company filings, earnings calls, market data, and independent research — to form a qualitative judgement rather than follow any mechanical rule.

03
Disciplined Risk Controls

Position limits, liquidity screens, and stop-loss protocols are embedded at every stage. Periodic rebalancing preserves risk integrity. Cash is kept below 3% to maintain full market participation.

04
Tactical Leverage

Selective use of leverage enhances exposure to our highest-conviction themes, amplifying returns during periods of strong structural momentum while remaining disciplined on downside management.

05
Income Anchor

Targeted hard currency Eurobond holdings provide a stable income layer that helps stabilise the portfolio during periods of equity market volatility, without compromising the growth mandate.

06
Low Turnover Discipline

We rotate only one or two positions per month, reflecting genuine conviction. We hold cash or deploy index hedges tactically only during major dislocations — not as a habit.

For qualified allocators and institutional partners.

Governance & Structure

Institutional-Grade
Infrastructure

Cranstoun is regulated as an Approved Fund in the British Virgin Islands. Every element of our operational infrastructure is designed for institutional allocators: independent administration, segregated custody, and full regulatory compliance.

Risk controls are embedded at every stage of the investment and operational process, with independent oversight strengthening the overall control environment.

Regulator
Financial Services Commission (FSC) — British Virgin Islands
Fund Administrator
Vistra
Custodian Bank
AfrAsia Bank
Compliance
Full FATCA, CRS, AML & CFT framework
For Qualified Investors

Investor Letters

Monthly updates on macro conditions, portfolio positioning, and our forward view.

Published
Monthly.
Coverage
8 themes
Access
Qualified investors
May 2026
Investor Letter — May 2026
Portfolio rotation  ·  AI Power & Infrastructure  ·  Forward view
Download PDF
Contact

Ready to
Learn More?

We welcome enquiries from qualified investors and institutional allocators.

Cranstoun, c/o Vistra Corporate Services Centre, Wickhams Cay II, Road Town, Tortola, British Virgin Islands, VG1110

Cranstoun is regulated in the BVI. This form is for qualified investor enquiries only. Minimum subscription USD 250,000. Past performance is not a reliable indicator of future results.