We invest in companies that perform as good ancestors to deliver value across generations.
Investment Thesis
The Ancestor Fund is a growth-focused private investment fund built on a philosophy that companies who think in generations, not quarters, are best positioned to create sustainable economic returns.
About Ancestor Fund
The Ancestor Fund consists of 20–30 U.S.-listed companies where we have high conviction in “ancestral value” creation over the long run—businesses committed to 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 research focuses on companies themselves and on 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), 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.
All profits from our 1.5% management fee support The Planet School.