Discretionary Global Macro

We chart the terrain
before we take the position.

Inverness Fund is an independent investment manager built around a single discipline: mapping risk before committing capital to it. We hold concentrated, long-horizon positions across global rates, currencies, and credit.

Enquire about the fund Our approach

Elevation model, Inverness-shire.
Every position begins with the map.

2026Founded
GlobalMacro Mandate
3–7 yrPosition Horizon
SydneyHead Office
Philosophy

Conviction is earned through preparation, not defended through confidence.

We are not a fast-money shop. Every thesis at Inverness Fund is stress-tested against the scenarios we hope never happen, before it is sized against the ones we expect.

Survey

Map the terrain

We build a full topology of a macro thesis — correlations, second-order effects, and the paths that break it — before a dollar is committed.

Position

Size for the unknown

Position sizing is set by the worst plausible path, not the best one. Capital preservation is the mechanism that lets conviction compound.

Hold

Underwrite patience

Our best ideas take years, not quarters, to resolve. We are structured — and we structure our capital base — to hold through the interim noise.

From the Investment Committee

"Most drawdowns are a failure of mapping, not a failure of markets. We would rather be early and small than late and large."

Inverness Fund manages capital for a small number of institutions, family offices, and long-term partners who share this orientation toward patient, research-led positioning. We are presently open to new institutional and qualified investor relationships.

Meet the investment team