Global Frontier Investments LLC
Global Frontier Investments LLC is a U.S.-based investment adviser headquartered in Charleston, South Carolina. The firm was founded in 2011 and operates with a small team of 2 employees, both focused on investment activities. It manages assets primarily for pooled investment vehicles and charitable entities. The firm reports regular filings with the SEC, with the most recent assets under management exceeding $500 million.
Investment Strategy
Global Frontier Investments LLC primarily manages long-only and alternative investment strategies, focusing on a concentrated portfolio of publicly traded U.S. equities. Their holdings are diversified across sectors but centered on large-cap companies, such as JPMorgan Chase, American Express, Mastercard, and Berkshire Hathaway. The firm's investment approach emphasizes value and growth opportunities, leveraging both fundamental analysis and opportunistic allocations—often through pooled vehicles and special opportunity funds, sometimes including sector or theme-based investments.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE | 26.20% | $109.9M | 379,000 | $289.91 | $289.91 | +$109.9M |
A AXP | AMERICAN EXPRESS CO | 15.00% | $62.9M | 197,215 | $318.98 | $318.98 | +$62.9M |
P PGR | PROGRESSIVE CORP | 11.58% | $48.6M | 182,000 | $266.86 | $266.86 | +$48.6M |
M MA | MASTERCARD INC A | 9.11% | $38.2M | 68,000 | $561.94 | $561.94 | +$38.2M |
B BRK-A | BERKSHIRE HATHAWAY INC CL A | 7.65% | $32.1M | 44 | $728800.00 | $728800.00 | +$32.1M |