Β© 2026 Sumer Capital

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Anchor Real Assets

Tangible foundations for enduring capital

Overview

The Strategy

A global real assets strategy focused on acquiring and managing physical infrastructure, real estate, and tangible asset portfolios that provide stable, long-term value preservation and income generation.

We seek assets that have demonstrated resilience across economic cyclesβ€”properties and infrastructure that societies require regardless of market sentiment.

"In an age of abstraction, we return to the fundamental premise: ownership of productive, tangible assets remains the most enduring form of wealth preservation."

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Investment Philosophy

The ancients understood what modern finance sometimes forgets: true wealth is ultimately grounded in the physical world. Land, infrastructure, and productive assets have preserved value across civilizations, currencies, and political systems. The Anchor Real Assets Fund embodies this timeless principle, seeking to build portfolios of tangible holdings that will remain valuable regardless of what the future brings.

Foundation

Guiding Principles

Physical Primacy

We invest in assets you can visit, measure, and improveβ€”things of genuine utility to society.

Essential Demand

Our holdings serve needs that persist across economic cycles: shelter, logistics, energy, food production.

Generational Perspective

We underwrite assets with holding periods measured in decades, not quarters.

Conservative Leverage

Prudent capital structures ensure resilience through all market conditions.

Fund Purpose

Investment Objective

The fund offers inflation protection and capital preservation through tangible holdings, prioritizing assets with essential demand characteristics and long-term contractual income streams. Our mandate extends beyond mere ownershipβ€”we are stewards of physical capital that serves real economic purpose.

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Role in Investor Portfolio

Serves as the foundational allocation for institutional portfolios seeking stability, inflation protection, and predictable income streams.

The fund provides low correlation to public equity markets while offering real yield and the potential for long-term capital appreciation tied to fundamental economic activity rather than financial market sentiment.

Investment Focus

Focus Areas

Core Real Estate

Core and core-plus real estate across major global markets, emphasizing quality locations with irreplaceable characteristics.

Essential Infrastructure

Utilities, transportation corridors, and digital infrastructure critical to modern commerce.

Natural Resources

Timberland investments that benefit from biological growth and scarcity.

Agricultural Land

Farmland operations providing exposure to global food security themes.

Logistics & Industrial

Assets positioned along critical supply chain nodes.

Digital Infrastructure

Data centers and connectivity assets serving the digital economy.

Approach

Strategy Overview

The fund pursues a value-oriented approach to real asset acquisition, emphasizing quality over yield and sustainability over speculative appreciation.

Investment decisions prioritize assets with long-term demand drivers, contractual income streams, and operational resilience. We acquire assets that we would be content to hold indefinitelyβ€”those whose value derives from physical necessity rather than market perception.

Our underwriting assumes conservative growth rates and stress-tests holdings against adverse scenarios.

Investment Criteria

Prime commercial and industrial real estate

Logistics centers and warehouse facilities

Renewable energy infrastructure and utilities

Data centers and digital infrastructure

Agricultural operations and sustainable timberland

Transportation and port infrastructure

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Risk Philosophy

Capital preservation through tangible asset ownership represents our primary mandate. Risk is managed through geographic diversification, sector allocation, and emphasis on assets with essential demand characteristics. The fund maintains conservative leverage parameters and prioritizes asset quality over yield enhancement. We believe the greatest risk is not short-term volatility but rather permanent impairment of capitalβ€”a risk we mitigate through rigorous asset selection and patient holding periods.

Institutional Partners

Fund Service Providers

Our funds are supported by industry-leading service providers, ensuring the highest standards of administration, audit, and legal oversight.

Fund Administrator

Apex Group

Global financial services provider delivering fund administration, corporate services, and investor solutions.

Independent Auditor

CBIZ & Marcum

Top-tier accounting and advisory firm providing independent audit and assurance services.

Legal Counsel

Stuarts Humphries

Cayman Islands law firm specializing in investment funds, corporate, and regulatory matters.

Relationship to Sumer Capital

Operates under the governance framework of Sumer Capital Management with dedicated sector expertise and operational capabilities. Investment decisions are executed by the fund's specialist team while strategic oversight and risk governance remain with the platform. This structure ensures deep operational knowledge while maintaining the discipline and alignment that institutional investors require.

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