Five mandates, each built for a purpose
We do not publish live performance or open subscriptions on this site. Each strategy below is available to institutional and accredited investors following a direct conversation with our team.
Targeted exposure to technology-led growth across public and private markets, anchored in durable structural themes instead of short-term momentum.
- Public and private technology exposure within a single mandate
- Thematic focus on AI infrastructure, cybersecurity, and semiconductors
- Position and concentration limits set out at the strategy level
Short-duration, high-quality instruments designed to protect principal and keep capital accessible, for investors who need their cash working without taking on undue risk.
- Capital preservation and same/next-day liquidity as primary objectives
- High-quality, short-duration instruments only
- Conservative counterparty and credit limits, reviewed continuously
Investment into Bhutan GMC
Institutional access to the Gelephu Mindfulness City development
Full detailA dedicated access vehicle into Gelephu Mindfulness City, the special administrative region established under Royal Charter to anchor Bhutan's next phase of sustainable economic development.
- Structured access to a sovereign-backed special administrative region
- Focus on infrastructure, real estate, and enterprise development
- Long-horizon allocation suited to patient, qualifying capital
Shariah-Compliant Funds
Wealth built in accordance with Shariah principles, without compromise
Full detailRigorously screened, independently supervised strategies for investors who require their capital to be managed in strict accordance with Shariah law.
- Independent Shariah supervisory board with ongoing screening authority
- Business-activity and financial-ratio screening applied continuously
- Purification methodology and reporting available to investors
Selective allocations into third-party funds and managers, used to complement Valo's own strategies where an external manager brings something we can't easily build ourselves.
- Access to select external managers and strategies
- Full operational and counterparty due diligence before any allocation
- Positioned as a complement to a client's core Valo allocation
Not sure which mandate fits?
Tell us about your objectives and we'll recommend the right strategy, or combination, for your portfolio.