Strategies
Strategies
Mercator Venezuela Fund
The Mercator Venezuela Fund invests in companies listed on the Caracas Stock Exchange, acquired mainly through negotiated blocks, and selectively takes off-market pre-IPO positions in businesses ahead of a listing. Grupo Bursátil Venezolano (GBV) serves as sub-advisor, providing on-the-ground research and local execution.
Participation is limited to investors who are both accredited investors and qualified purchasers. Investors must initially self-certify that status to Mercator. Please contact us for more information.
Sequence Asset Management Strategies
Through Sequence Asset Management (SAM), investors can access six actively managed strategies, which may be utilized individually or combined, pairing return-seeking strategies with lower-volatility stabilizers.
SAM Dividend Foundation
Invests only in the Dividend Aristocrats, companies that have paid or increased their dividends for at least 25 consecutive years. Technical analysis selects 25 stocks from that universe, re-evaluated monthly.
$50,000 minimum · daily liquidity · 1% management fee
SAM Mercator Overseas
Seeks long-term capital gains from a geographically diversified portfolio of foreign equities, mainly in the developed markets of the MSCI EAFE Index. Advised by Hervé van Caloen of Mercator, it combines thematic and bottom-up research with low turnover and a technical overlay intended to limit drawdowns.
$100,000 minimum · daily liquidity · 1% management fee
SAM Concentrated Growth
A concentrated portfolio of individual securities built on the fact that market leadership is narrow: own the strongest trends, replace weakening names as leadership changes, and follow the market’s direction rather than try to forecast it.
$50,000 minimum · daily liquidity · 1% management fee
SAM Fixed Income
An actively managed bond strategy that rotates among durations, strategies, and geographies to provide income and a low-volatility reserve, smoothing equity volatility and supplying liquidity when needed.
$50,000 minimum · daily liquidity · 1% management fee
SAM Gold Alpha
Manages gold actively, holding it when it is in favor and rotating toward other commodities when it is not, so a traditional diversifier can contribute returns rather than sit as a marginal holding.
$50,000 minimum · daily liquidity · 1% management fee
SAM Bitcoin Alpha
Sequence’s highest-risk strategy, built to harness Bitcoin’s long-term potential; generally paired with lower-volatility strategies in a barbell structure.
$50,000 minimum · daily liquidity · 1% management fee