Foundations
Balancing Mission Impact with Financial Growth
Foundations face the mandate of supporting current grant-making while preserving purchasing power for future generations. SCGX Capital understands this delicate balance. We reject off-the-shelf products in favor of engineering bespoke global portfolios that align strictly with foundations mission and spending policies. By leveraging deep insights from our institutional client base, we identify high-conviction opportunities across developed and emerging markets. Our investment team collaborates with foundations investment committee to co-create robust solutions that ensure their assets thrive in perpetuity.
Quantamental Advantage for Robust Returns
We believe superior returns are generated by combining the breadth of quantitative data with the nuanced depth of fundamental human analysis. Our proprietary “Quantamental” approach screens thousands of global opportunities to identify anomalies that traditional methods often miss. However, machines do not make the final call. Our experienced investment team validates every signal, ensuring we capture sustainable alpha. This hybrid methodology empowers foundations to benefit from institutional-grade sophistication, delivering a disciplined, data-driven equity strategy robust across volatile market cycles.
Investing for Mission Alignment
Modern foundations require investments that do not conflict with their philanthropic missions. SCGX Capital introduces a third critical dimension to portfolio construction: sustainability impact. Our “3D Investing” framework integrates forward-looking climate analytics into our stock selection process, ensuring foundations investments align with the transition to a net-zero economy without compromising financial performance. By identifying transition leaders rather than just excluding laggards, we empower foundations to decarbonize their holdings while capturing the significant growth potential of the green economy.
Capitalizing on Structural Innovation and Trends
To support perpetual missions, foundations must capitalize on the structural shifts reshaping the global economy. SCGX Capital offers exclusive access to high-conviction thematic opportunities, moving beyond short-term hype to capture tangible growth. We identify the companies building the infrastructure of tomorrow, from Manufacturing to AI software leaders. By allocating capital to these transformative sectors, we help foundations align their portfolio with the future, ensuring their foundation grows in tandem with technological innovation.
Capitalizing on Strategic Asset Divergence
The traditional correlation between equities and credit is fracturing as 2026 approaches. While high-yield debt struggles against rising refinancing costs and fundamental stress, other global opportunities offer a robust alternative for capital appreciation. Powered by the twin engines of AI productivity and fiscal spending, other global opportunities are primed to deliver superior risk-adjusted returns. SCGX Capital strategically orients foundations portfolios toward these growth vectors, avoiding the drag of credit markets to ensure their asset base expands sufficiently to meet future philanthropic obligations.
Harnessing the Drivers of Emerging Growth
True diversification demands exposure to the dynamic growth engines of the developing world. We identify deep value in Emerging Markets, where demographic dividends and digital adoption drive expansion. SCGX Capital utilizes a high-conviction approach, filtering opportunities through a strict quality lens to mitigate volatility. We capture the asymmetric upside of these regions by balancing macro thematic views with forensic stock selection. This ensures foundations capital participates in the next decade’s global growth story while adhering to robust governance standards.
Philanthropic Strategy Design
Foundations investing requires more than service; it demands deep strategic alignment. We act as an extension of your investment committee, engineering equity architectures that directly support foundations philanthropic outflows. Rather than offering static products, we co-design dynamic strategies that adapt to their specific spending rules and inflation targets. From generating yield for grants to seeking alpha for corpus growth, our investment team delivers the intellectual capital and operational resources necessary to execute foundations specific vision with absolute, unwavering precision.