Past performance does not guarantee future results. All performance data shown is for informational purposes only. Actual client returns may vary. Please review all risk disclosures before investing.
Returns Built on Research.
Performance is reported via Interactive Brokers PortfolioAnalyst using Time-Weighted Return (TWR) methodology, the institutional standard for evaluating investment manager performance. Select metrics are shown below. Full performance documentation is available to qualified investors during the due diligence process.
Portfolio Performance
Net-of-fee composite returns across GZC's Technology and Commodities strategy since inception. Full performance data is available to qualified investors upon request.
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All returns net of fees. Time-Weighted Return methodology. Unaudited. Source: Interactive Brokers PortfolioAnalyst, period ending April 22, 2026.
Risk-Adjusted Performance
Risk-adjusted return metrics from inception to April 2026, calculated against the S&P 500 Total Return benchmark.
Current Portfolio
GZC maintains a concentrated portfolio of 8–15 high-conviction positions across its Technology and Commodities pools. Holdings are disclosed to investors following onboarding documentation.
COVERAGE UNIVERSE
Actively Tracked Names
Coverage across two investment pools. Coverage does not imply current ownership.
Structural exposure across the semiconductor, data infrastructure, and AI compute supply chain.
Cycle-aware positioning across energy, metals, and critical minerals responding to geopolitical and transition demand.
Fee Structure
Transparent, performance-aligned compensation — designed so GZC earns meaningfully only when clients do.
Performance figures shown are time-weighted returns (TWR) calculated by Interactive Brokers PortfolioAnalyst for the period January 1, 2022 through April 22, 2026, net of all fees and expenses. Returns are unaudited. An independent CPA agreed-upon procedures engagement is planned. Performance results are derived from a representative separately managed account managed in the GZC Technology and Commodities strategy. Individual client account returns may differ based on funding date, deposits, withdrawals, and account-specific factors.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Concentrated portfolios may experience higher volatility than diversified benchmarks.
Green Zone Capital Management, LLC operates as a separately managed account manager under applicable exemptions of the Investment Advisers Act of 1940. Clients maintain direct ownership of securities through Interactive Brokers, LLC. Fee terms described represent current standard terms and may vary by investor agreement. Prospective investors should review all governing documents before making an investment decision.
This page is not an offer to sell or a solicitation to buy any security. Investment management services are available only to qualified investors following completion of required documentation.