A private US equity fund
A disciplined, relationship-driven fund for investors who think globally — built by someone who understands the world Wall Street ignores.
20 investors · BVI-structured · Lagos
The Problem
You can open a US brokerage account this afternoon. But between meetings, family, and everything else competing for your time — running a proper portfolio is a different job entirely.
Most people trade on headlines. They buy at peaks, hesitate to cut losses, and size positions by gut feel. The result is US exposure without US discipline.
REWA Fund I exists to close that gap.
Common mistake #1
Chasing headlines at peaks, panicking at lows.
Common mistake #2
Sizing positions by conviction, not by process.
Common mistake #3
Holding losers too long. No pre-defined exit discipline.
The Edge
We look for US companies whose real growth engine is emerging market and African demand — before Wall Street fully prices it in. We price geopolitical risk differently, because we live with FX volatility, capital controls and policy shocks every day.
We don't own the S&P 500. We own 15 to 25 positions where we understand the fundamentals, the catalysts, and the risks — and we size them with discipline, not with guesswork.
Position limits, stop-loss discipline, scenario analysis for macro shocks. Portfolio construction is the job — not a reaction to last night's news or the loudest voice on the internet.
"Anyone can buy a stock. Our job is to make sure no single name or theme can wreck your net worth."
The Circle
REWA Fund I is capped at 20 investors. There is no retail flow, no tourist capital, no pressure to hug a benchmark to protect AUM.
Every investor is effectively a partner. That keeps communication direct, decisions clean, and positions sized for conviction — not for optics.
We are building a pool of serious, long-term capital. If you are looking for a trading platform or a passive index product, this is not it.
Max investors
20
Holdings
15–25
What we are
A private, long-term US equity pool for serious investors — not strangers on the internet.
The Setup
Structure
BVI Private
Investment Fund
Capacity
20 investors
maximum
Focus
US-listed
equities
Manager co-invest
Yes — same terms
as investors
BVI keeps administration lean and costs low. What we save on structure overhead stays in the fund — not in compliance theatre. Investors receive clear quarterly letters, not quarterly obfuscation.
The Manager
My background is building and protecting capital in markets where things can go genuinely wrong — currency devaluations, regulatory shocks, political risk. That is a harder school than the S&P's fifteen-year bull run.
I invest my own money in REWA Fund I on the same terms as you. My reputation and my wealth are on the line alongside yours. That is not a sales line — it is the structure of the arrangement.
You are not backing a black box. You are backing a person with a thesis, a process, and something real to lose.
Full alignment
Co-invested alongside every member of the fund on identical terms. No management fee arbitrage, no separation from outcomes.
Emerging market trained
Career built across African markets, where macro shocks are not edge-case events. Risk management is instinct, not afterthought.
Relationship-first
Every investor in this fund is someone I know personally. No anonymous capital, no strangers — just principals with shared interests.
Radical transparency
Plain-language quarterly letters covering every position — what we own, why we own it, what changed, and what we're watching.
Investor Communication
Every quarter, investors receive a plain-language letter. No jargon, no PR spin — just the thinking behind every position.
Apply
REWA Fund I is accepting introductions from a limited number of qualified investors. The conversation starts with a call — no decks, no pressure.
invest@rewafund.com