Globe12 was created in November 2024 in partnership with Azvalor and Fluence.
Globe12 is a research-driven, fundamental investor. Globe12 invests in liquid, public equities in developed markets.
Selected equities perform through the cycle exhibiting real revenue growth, high operating margins, and a consistent return on capital in excess of cost.
Globe12 seeks to allocate capital to companies where strategic execution is within the control of the management team.
Corporate engagement is a core part of the investment process.
Globe12 has a fundamental belief that a business which exhibits a robust cash flow and balance sheet will also exhibit substantial alpha over time.
Selected investments are diversified in nature yet concentrated in number.
Henry Steel and Rob Cope are co-directors of Globe12.
Globe12 is incorporated in the British Virgin Islands.
Globe12 is authorised and regulated by the British Virgin Islands Financial Services Commission.