About Ancestor Fund

The Ancestor Fund is a long-term, low-turnover investment partnership focused on compounding capital through disciplined ownership of 20–40 U.S.-listed securities where we have high conviction in “ancestral value” creation over the long run. The porfolio includes businesses and assets that reflect building enduring value rather than extracting short-term gains or manufacturing temporary stock price increases.

Specifically, we favor companies that:

• Invest in durable assets such as talent, innovation, operational excellence, and are generally seen to propel their entire industry rather than just being its top performer.

• Steward resources responsibly, recognizing that long-term economics and long-term impact are inseparable.

• Maintain values, governance, and cultures that support resilience rather than shortcuts.

• Are trading materially below intrinsic value with clear foundational pathways to reversing that valuation.

• Allocate capital with discipline and a multi-decade mindset.

Our investments focus on companies and industries that are likely to support ancestral value: nascent in their long-term impact (e.g. renewable energy, artificial intelligence), essential for generational excellence (e.g. education, sustainable rare-earth production), and capable of compounding growth over many years—not by cutting corners, but by strengthening the foundations that future stakeholders will inherit and build upon.

As a portfolio venture of The Planet School, the Ancestor Fund integrates an educational research component consistent with the school’s experiential learning model. Planet School students participate in researching and evaluating potential securities for the portfolio, developing investment memoranda and presenting their findings to the General Partner. All investment decisions remain the responsibility of the General Partner.

Ancestor Fund Management

The Ancestor Fund does not charge a fixed management fee. Instead, the General Partner receives a 10% performance allocation on net investment profits, aligning compensation with investor returns.

The Ancestor Fund intends to make an annual charitable contribution equal to 3% of net asset value to the Planet School Education Fund, a Delaware-based 501(c)(3) nonprofit organization. This charitable contribution is made by the partnership and is allocated to the fund’s limited partners on a pro-rata basis through their Schedule K-1, allowing partners to generally claim their share of the charitable deduction subject to applicable tax rules.

Through this structure, the Ancestor Fund seeks to compound long-term investment returns while providing recurring support for experiential education through The Planet School.