ZY-Invest
ZY-Invest
A founder-led private fund compounding capital for a close network — disciplined, transparent, and built for the long term.
Fewer than 5 holdings, re-underwritten every quarter.
Daily NTA and complete history — for members, always.
The manager's capital moves alongside yours.
We compound capital the way a careful owner would — concentrating in a handful of businesses we understand, holding them through cycles, and treating every ringgit as our own.
Consistent active management since December 2021 — across multiple market cycles.
We study a business until we can explain its economics simply. Quality of the franchise comes before the price we'll pay.
We typically hold fewer than twenty positions, sized by conviction. Diversification for its own sake dilutes our best ideas.
Every position is re-underwritten each quarter. We act on facts that change the thesis — not on market noise.
Principles that define how we steward a close network's capital.
Built for compounding. We ignore short-term noise and own businesses for the next decade, not the next quarter.
A live portfolio dashboard, daily NTA, and full transaction history — always available to every member.
A proportional framework — every unit receives the same DPS, regardless of when it was subscribed.
The fund manager invests alongside every participant. Our capital moves with yours — always.
Every decision is backed by rigorous, repeatable analysis and patient, long-term thinking.
A private fund for family and trusted associates. Quality relationships over scale, by introduction only.
Our universe is Bursa Malaysia equities — companies whose markets, customers, and management we can know first-hand. We invest where we have an edge, and our edge is at home.
The fund operates on the Ringgit and publishes daily NTA per unit to its members.
Sign in for daily NTA, your holdings, and full distribution history — or get in touch to learn more about the fund.