FAQ — Extended Investment

FAQ

The Questions Allocators Ask Us

Extended Investment is a sector-conviction manager. We concentrate — rather than diversify — across five pillars: Artificial Intelligence, Real Estate, Blockchain, Agriculture and Electric Vehicles. We currently steward $2B+ in assets on behalf of 53+ institutional allocators, and every figure we publish is sourced.

Below are the questions institutional allocators and family offices ask us most — about how we think, how mandates work, how we manage risk, and how we report. Specific terms are always set in a conversation; this page is about approach and process.

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At a Glance

Assets under management $2B+
Institutional allocators 53+
Sector pillars Four
Ethos Concentrate
Access Mandate / Brief
Every figure Sourced

About Extended
Investment

Who we are, what we believe, and why we concentrate.

01 What is Extended Investment?

We are a sector-conviction investment firm. Rather than spreading capital thinly across everything, we build deep, research-led positions in five structural-growth sectors — Artificial Intelligence, Real Estate, Blockchain, Agriculture and Electric Vehicles. Today we manage $2B+ for 53+ institutional allocators, each figure sourced on our Sources & Methodology page.
02 What do you mean by "concentrate, don't diversify"?

Broad diversification dilutes your best ideas down to the index average. We do the opposite: we hold a focused set of high-conviction positions in sectors where the structural demand — and the institutional flows — are strongest, and we size each one deliberately. Concentration is a choice we make on purpose, governed by disciplined risk limits rather than left to chance.
03 Why only five sectors?

AI, Real Estate, Blockchain, Agriculture and Electric Vehicles are the five pillars where we believe we hold a genuine research edge and where multi-decade demand is clearest — compute and intelligence, the world's largest asset class, programmable finance, the food and land that feed a growing population, and the electrification of transport. Five pillars is enough to be resilient across cycles, and few enough that every position earns its place.

Our Strategies
& Approach

How we research, build conviction, and manage the concentration we choose.

04 How do you decide what to invest in?

Top-down and bottom-up. We start from a sourced view of where structural demand is compounding within each pillar, then underwrite individual positions on fundamentals, valuation relative to that demand, and the catalyst that closes the gap. A position only enters the book when the thesis, the entry price and the risk budget all line up. The current view per pillar is set out on each strategy page and in the 2026 Strategy Brief.
05 How is concentration different from being undiversified?

Being undiversified is an accident; concentration is a discipline. Our five pillars span different return drivers — technology, real assets, digital infrastructure and commodities — so they are not all exposed to the same shock. Within each pillar we set position and concentration limits, and we size to a defined risk budget rather than to conviction alone. The aim is asymmetry: meaningful upside from our best ideas, with the downside deliberately bounded.
06 What is your typical time horizon?

We invest behind multi-year structural themes, so our base case is measured in years, not quarters. That said, the horizon for any given mandate is agreed with the allocator up front and reflected in its liquidity terms. We would rather wait for the right entry on the right asset than chase short-term moves outside the thesis.

Working
With Us

How allocators access the strategies, and how mandates, minimums and fees work.

07 How do allocators access your strategies?

Two ways. Most allocators engage through a separately managed mandate — a dedicated portfolio across one or more pillars, with guidelines and reporting tailored to your needs. The fastest first step is the 2026 Strategy Brief, a sourced read on our current positioning. Request it and our team will follow up to talk through fit.
08 What are your minimums and fees?

Because mandates are bespoke, minimums and fees are set per engagement and depend on the pillars selected, the size of the allocation and the scope of customisation. As a matter of principle we structure fees to align our interests with yours over the full horizon. We will walk you through the specifics in a direct conversation rather than quote generic numbers here.
09 How do liquidity and redemptions work?

Liquidity is matched to the underlying assets and agreed in the mandate. In a separately managed structure you retain direct ownership of the portfolio through your own custodian, which gives genuine transparency and control. Where a sleeve holds less-liquid assets, the terms reflect that honestly up front — we would rather set expectations correctly than promise daily liquidity against assets that don't support it.

Risk, Data
& Compliance

How we manage risk, source our figures, report to allocators, and stay within scope.

10 How do you manage concentration and risk?

Concentration is governed, not unmanaged. Each mandate carries explicit position and sector limits, a defined risk budget, and ongoing stress testing and liquidity monitoring. We diversify across our five pillars precisely because they respond to different drivers, and we size positions so that no single thesis can impair the whole portfolio. Risk limits are agreed with the allocator and reviewed continuously, not just at quarter-end.
11 How are your figures sourced, and how do you report?

Every market figure we publish is traceable to a named source — the full list lives on our Sources & Methodology page. For mandates, reporting is built around your fiduciary needs: regular holdings, performance and fee statements, delivered at a frequency agreed up front, with assets held at your custodian for independent verification. Transparency is the point of a separately managed structure, and we lean into it.
12 Is anything on this site investment advice?

No. This site — including this FAQ, our strategy pages and the Strategy Brief — is information about our approach, not an offer, solicitation or recommendation, and nothing here is a guarantee of future results. Any investment is made only through formal mandate documentation following appropriate due diligence. Please read our full Disclosures before acting on anything you read here.

Information only — not investment advice. Figures are sourced on our Sources & Methodology page; see full Disclosures.