Investment Proposals
Strategic Investments ($100M–$200M)
Targeting key sectors and market opportunities with sustainable returns and risk-adjusted growth for experienced investors.
Strategic Investments
Global Tech Disruptors Fund (GTDF)
Private Institutional Opportunity – Information Memorandum (Restricted)
For qualified investors seeking global innovation exposure, transparency, and scalable growth potential
Overview
Global Tech Disruptors Fund (“GTDF”) is a Cayman Islands–based institutional investment structure managed by AI Investments Tech, designed to capture long-term growth from the world’s most innovative and disruptive technology companies.
The strategy targets exposure across the five key innovation pillars driving global transformation:
- Artificial Intelligence & Cloud Computing
- Semiconductors & Hardware Infrastructure
- HealthTech & Biotech AI
- Asia Technology Platforms
- Global Mega Cap Innovators
GTDF combines a systematic, AI-assisted investment framework with rigorous risk management, daily liquidity, and full operational transparency.
Key Highlights
- Global exposure to disruptive technology leaders and next-generation innovators.
- Quantitative and AI-driven portfolio optimization.
- 3-Year CAGR: 34.7% | Avg. Monthly ROI: +2.8% | Cumulative 3-Year Return: 144%
- Daily liquidity via Interactive Brokers Institutional (IBKR).
- Full transparency with read-only access for qualified investors.
- Independent audit and jurisdictional compliance oversight.
Jurisdictional Flexibility
Each investor may elect to establish a customized fiduciary structure in Cayman Islands, Luxembourg, Liechtenstein, or Singapore, depending on regulatory, tax, and operational requirements.
This ensures complete alignment with institutional governance standards and cross-border mandates.
Investment Terms (Indicative & Subject to IMA)
Term | Description |
Target Fund Size | USD 160,000,000 |
Estimated CAGR (3-Year) | 34.7% |
Average Monthly ROI | +2.8% |
Liquidity | Daily via IBKR Institutional |
Manager Fee | % monthly (% annually) In line with prevailing institutional standards for short-duration fixed-income mandates. |
Performance Bonus | Applicable only if net annual returns exceed predefined benchmarks, as per IMA |
Setup Cost | ~1% of committed capital (borne by Investor) |
Portfolio composition and allocation specifics are not disclosed at this stage. Access is granted progressively under formal documentation.
Governance & Legal Structure
Fund Vehicle: Global Tech Disruptors Fund (Cayman Islands)
Manager / Operator: AI Investments Tech LLC (Delaware, USA – in formation)
Custodian: Interactive Brokers Institutional (IBKR)
Oversight: Licensed fiduciary administrator, annual audit, and third-party compliance review
Organizational Costs Clause:
All legal, organizational, and formation costs—including fund setup, trustee fees, filings, and professional services—are borne by the Investor and reimbursed to the Manager upon initial funding.
Performance Overview (Aggregated Historical / Backtested)
Indicator | Value |
Average Monthly ROI | +2.8% |
3-Year CAGR | 34.7% |
Maximum Annual Drawdown | −22.85% |
3-Year Cumulative Return | 144.5% |
Past or simulated performance is not indicative of future results. No guarantee of returns is made or implied.
Access Protocol for Qualified Institutions
To preserve intellectual property and align with institutional due diligence standards, access to GTDF information follows a tiered disclosure structure:
Stage | Access Level | Description |
Level 1 – Teaser Deck | Public (Restricted) | Overview of philosophy, historical results, and governance |
Level 2 – NDA (Enhanced) | Confidential | Access to models, simulations, and portfolio logic (no securities disclosed) |
Level 3 – Term Sheet / LOI | Controlled | Defines exclusivity, structure, and collaboration framework |
Level 4 – Investment Management Agreement (IMA) | Restricted | Full access to portfolio composition, trading model, and reporting framework |
Access is granted progressively upon verification and execution of the corresponding documentation.
Target Allocators
The GTDF framework is designed exclusively for qualified institutional investors, including:
- Pension Funds
- Insurance Companies
- Endowments and Foundations
- Family Offices with Global Equity Mandates
- Sovereign and Quasi-Sovereign Allocators
Operator Profile
The strategy is managed by Joseph Perez, Managing Partner of AI Investments Tech, with over 20 years of global experience in technology markets, ETF structuring, and quantitative portfolio management.
The compensation model emphasizes alignment with investors:
- Fixed management fee structure
- Performance incentive only above defined benchmarks
- Full fiduciary transparency under the IMA framework
Legal & Compliance Disclaimer
This page and its contents are intended solely for qualified institutional investors under applicable securities laws.
It does not constitute an offer to sell, a solicitation to buy, or an invitation to participate in any investment product.
All investment relationships require the execution of an Investment Management Agreement (IMA) and verification of institutional eligibility.
All intellectual property, portfolio logic, and investment methodologies remain the exclusive property of AI Investments Tech (in formation).
Contact
📧 info@aiinvestments.tech
🌐 www.aiinvestments.tech
📍 Global Tech Disruptors Fund – Managed by AI Investments Tech
AIIP0103 12-08-2025-197M-5_3Y
Preserving Capital through Short-Duration ETF Strategies
Eagle Capital Stability Trust
Private Institutional Opportunity – Information Memorandum (Restricted)
For qualified investors seeking stability, liquidity, and institutional transparency
Overview
Eagle Capital Stability Trust (“ECST”) is a Cayman Islands–based institutional investment structure managed by AI Investments Tech, designed to preserve capital and deliver consistent, low-volatility performance.
The strategy focuses exclusively on ultra-short duration, investment-grade U.S. Treasury ETFs, combining liquidity, transparency, and capital safety.
Key Highlights:
- Daily liquidity via institutional custody (Interactive Brokers – IBKR Institutional)
- 100% allocation to AAA-rated, short-term Treasury instruments
- Full transparency with view-only access for qualified investors
- Annual independent audit and regulatory oversight
Jurisdictional Flexibility:
Each investor may elect to establish a customized fiduciary structure in Cayman Islands, Luxembourg, Liechtenstein, or Singapore, depending on their regulatory, tax, and operational preferences. This ensures full alignment with each institution’s governance framework.
Investment Terms (Indicative & Subject to IMA)
Term | Description |
Capital Commitment | USD 197 M (target structure) |
Estimated Yield (Base Case) | 5.30% per annum |
Expected Monthly Income | USD 865,668 |
Maturity | 3 years (bullet repayment at term) |
Liquidity | Daily via IBKR Institutional |
Manager Fee | % monthly (% annually) In line with prevailing institutional standards for short-duration fixed-income mandates. |
Performance Bonus | Applicable only in case of net annual yield exceeding predefined thresholds, as set forth in the IMA. |
Note: Portfolio composition and allocation specifics are not disclosed at this stage. Access is granted progressively under formal documentation.
Governance & Legal Structure
Trust Vehicle: Eagle Capital Stability Trust (Cayman Islands)
Manager / Operator: ECS Management LLC (Delaware, USA – investor-specific structure)
Parent Entity: AI Investments Tech (in formation)
Custodian: Interactive Brokers Institutional
Oversight: Licensed Cayman trustee, annual audit, and third-party compliance review
Organizational Costs Clause:
All legal, organizational, and trust formation costs (including ECS Management LLC setup, trustee fees, and filings) are borne by the Investor and reimbursed to the Manager upon initial funding.
Performance Overview (Aggregated Historical / Backtested)
Indicator | Value |
Average Monthly ROI | +0.45% |
3-Year CAGR | 16% |
Maximum Annual Drawdown | −1% (stress scenario) |
Past or simulated performance is not indicative of future results. No guarantee of returns is made or implied.
Access Protocol for Qualified Institutions
To protect intellectual property and ensure alignment with institutional standards, access to ECST information follows a tiered disclosure process:
Stage | Access Level | Description |
Level 1 – Teaser Deck | Public (Restricted) | Overview of philosophy, historical results, governance |
Level 2 – NDA (Enhanced) | Confidential | Access to simulations, models, and risk metrics (no portfolio details) |
Level 3 – Term Sheet / LOI | Controlled | Establishes exclusivity and collaboration parameters |
Level 4 – Investment Management Agreement (IMA) | Restricted | Grants full access to portfolio structure, allocations, and rebalance models |
Access to subsequent stages is granted progressively upon verification and execution of the corresponding documentation.
Target Allocators
The ECST framework is designed exclusively for qualified institutional investors, including:
- Pension Funds
- Insurance Companies
- Endowments and Foundations
- Family Offices with Fixed-Income Mandates
- Sovereign and Quasi-Sovereign Allocators
Operator Profile
The strategy is managed by Joseph Perez, Managing Partner of AI Investments Tech, with over 20 years of global experience in fixed income, ETFs, and capital markets.
The manager’s compensation model emphasizes alignment with investors:
- Fixed management fee structure
- Performance-based incentive only above defined thresholds
- Full fiduciary transparency under IMA framework
Legal & Compliance Disclaimer
This page and its contents are intended solely for qualified institutional investors under applicable securities laws.
It does not constitute an offer to sell, a solicitation to buy, or an invitation to participate in any investment product. All investment relationships require execution of the Investment Management Agreement (IMA) and verification of institutional eligibility.
All intellectual property, methodologies, and portfolio structures remain the exclusive property of AI Investments Tech (in formation) and ECS Management LLC.
Contact
📧 info@aiinvestments.tech
🌐 www.aiinvestments.tech
📍 Eagle Capital Stability Trust – Managed by AI Investments Tech
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