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Global Frontier Investments 13F annual report

Global Frontier Investments is an investment fund managing more than $335 million ran by William Greener. There are currently 23 companies in Mr. Greener’s portfolio. The largest investments include Jpmorgan Chase and American Express Co, together worth $122 million.

$335 million Assets Under Management (AUM)

As of 7th August 2024, Global Frontier Investments’s top holding is 379,000 shares of Jpmorgan Chase currently worth over $76.7 million and making up 22.9% of the portfolio value. In addition, the fund holds 197,215 shares of American Express Co worth $45.7 million, whose value grew 13.3% in the past six months. The third-largest holding is Progressive worth $37.8 million and the next is Mastercard Inc A worth $30 million, with 68,000 shares owned.

Currently, Global Frontier Investments's portfolio is worth at least $335 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Global Frontier Investments

The Global Frontier Investments office and employees reside in Charleston, South Carolina. According to the last 13-F report filed with the SEC, William Greener serves as the CFO at Global Frontier Investments.

One of the smallest hedge funds

The two most similar investment funds to Global Frontier Investments are Legacy and Annandale Capital. They manage $334 million and $334 million respectively.


William Greener investment strategy

Global Frontier Investments’s portfolio is diversified across 6 sectors. Currently, their heaviest sector is Finance — making up 45.9% of the total portfolio value. The fund focuses on investments in the United States as 39.1% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 39% of the total holdings value. On the other hand, small-cap stocks make up only 8.7% of the portfolio. The average market cap of the portfolio companies is close to $107 billion.

The complete list of Global Frontier Investments trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Jpmorgan Chase
No change
379,000
$76,656,000 22.88%
American Express Co.
No change
197,215
$45,665,000 13.63%
Progressive Corp.
No change
182,000
$37,803,000 11.28%
Mastercard Inc A
No change
68,000
$29,999,000 8.95%
Berkshire Hathaway Inc.
No change
44
$26,938,000 8.04%
Kkr
No change
241,000
$25,363,000 7.57%
Western Alliance Bancorp
No change
285,000
$17,804,000 5.31%
Arch Capital Group Ltd
No change
150,000
$15,134,000 4.52%
Aon plc.
No change
49,000
$14,385,000 4.29%
Us Bancorp
No change
350,000
$13,895,000 4.15%
Goldman Sachs Group, Inc.
No change
25,000
$11,308,000 3.37%
Global Payments, Inc.
No change
68,000
$6,576,000 1.96%
Accenture plc
No change
15,000
$4,551,000 1.36%
Alibaba Group Holding-sp Adr
No change
50,000
$3,600,000 1.07%
Wells Fargo
No change
48,661
$2,900,000 0.87%
Northern Trust Corp.
No change
30,000
$2,519,000 0.75%
Cadence Bancorp
No change
0
$0 0.00%
Bank OZK
No change
0
$0 0.00%
Schwab (charles) Corp
No change
0
$0 0.00%
Atai Lifesciences Nv
No change
0
$0 0.00%
Citigroup Inc
No change
0
$0 0.00%
Kaleyra Inc
No change
0
$0 0.00%
Amryt Pharma Ltd - Spnr Adr
No change
0
$0 0.00%
No transactions found
Showing first 500 out of 23 holdings

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