Investing Powered by
Governance
Will Leaders Create or Destroy Shareholder Value?
Governance
Strategies
We capture sustainable alpha created by changes in senior leadership
Strategy
We buy companies led by people who will create shareholder value and short or avoid stocks led by those who will destroy value.
Process
We synthesize deep diligence on senior leaders and boards with fundamental bottom-up research on companies. Our approach assesses CEOs' expertise and fit to solve companies challenges.
Portfolio Solutions
We tailor asset allocation weights to meet investors' financial goals and risk tolerance. Our four G-Leadership strategies employ a rand of position concentration and leverage parameters, and our two themed products capitalize on the research in G-Leadership. All strategies are actively managed.
G-Leadership
Select
Invests in a concentrated portfolio of best idea equity securities selected using our governance framework.
Enhanced
Invests in the Select portfolio plus sells short compaines and ETFs. Exposure framework: 150% Long / 50% Short.
Golden Five
Invests in our highest conviction Select portfolio securities. top five holdings = 80% of capital.
Golden One
Invests in our highest coniction position from the Select portfolio and is actively managed.
G-Themed
Thematic
Invests in opportunistic, governance and corporate culture themes. Primarily utilizes ETFs.
Credit
Invests in yield securities through a governance lens. Primarily utilizes ETFs.
We Value
People
Two industry leaders unite bringing governance to the forefront of investing.
Investing Through a Governance Lens
G-Alpha emerged from a collaboration between Eagle Talon Partners andConscious Capital. Together, we build on our expertise analyzing leadership and investing based on quality of governance.
Our approach is firmly anchored in principles that place governance at the forefront of our decision-making process. Our investment offering includes six G-Alpha strategies that employ different asset allocation weights to meet investors’ financial goals and risk tolerance.
The foundation of our G-Alpha investment products integrates deepdiligence on company leaders with fundamental research on companies.Our investment team relies on its expertise and seasoned judgement as well as our our advanced quantitative framework to dynamically adapt tomarkets and trends.
We continually strive to integrate cutting-edge technologies like machinelearning, natural language processing, and other AI advancements to refine and enhance our approach.
G-Alpha uncovers and capitalizes on levers that steer and shape the markets of tomorrow.
KARIM MAWJI
CO-FOUNDER
CHIEF INVESTMENT OFFICER
Karim is a seasoned investor with 25+ years of event-focused and leadership analysis expertise. He spear heads the firm’s investment strategies and operations. He has founded two hedge funds and a financial technology company.
LAWRENCE FORD
CO-FOUNDER
PRESIDENT & COO
Lawrence, a distinguished entrepreneur with 30+ years in investment strategies and asset management, is the Founder, Chairman and CEO of Conscious Capital Companies. An author, speaker, and Co-Founder and Chairman of Conscious Capital Foundation.
CURRENT
Eagle Talon Partners
Chief Investment Officer
- Founded event-focused hedge fund investing in CEO Changes
2020
Paragon Intel
Co-CEO, Head of Research
- Founded research and fintech data analytics firm
- Heart of business CEO Change product
2016
Dentonia Park Capital Management
Chief Investment Officer
- Founded event-focused hedge fund investing in CEO Changes, spinoffs, restructurings, post-reorgs, etc.
2009
Perennial Investors
Portfolio Manager and Analyst
- Ran the short portfolio at $350MM hedge fund and managed a $100MM+ portfolio
2006
Scout Capital Management
Investment Analyst
- Ran special situations strategy at $3B hedge fund and managed a $300MM+ portfolio
2004
Morgan Stanley
Portfolio Manager
- Ran a special situations strategy at $800MM hedge fund and managed a $100MM+ portfolio
CURRENT
Conscious Capital Companies
Founder, Chairman
- Conscious Capital Foundation
- Conscious Capital Wealth Management
- Conscious Alternative Asset Management
- Scious Technologies
- Gulfstream Development & Portfolio Management
- Ford Financial Group
2019
Future Capital
Chief Investment Officer
- Uniting global leaders at the intersection of consciousness and capital in collaboration with the United Nations Office for Partnerships and UNCTAD
Notable Distinctions
- Founding Member of Family Offices forSustainable Development
- Dubbed Shaman of Wall Street by the Washington Post
- Author of the Secrets of the Seasons and The World Does[n't] Need You
- Senior Fellow of the World Academy of Artand Science
- Global leadership recognition speaker at Nobel Peace Prize Forum in Oslo
- Business Person of the Year accommodation by U.S. Senate
Our
Philosophy
We Believe strong governance drives disproportionate value creation.
Leaders Drive Value Creation
CEOs drive company values, culture, and business decisions that have an outsized impact on shareholder value. The right leadership is aligned with shareholders and builds a foundation for responsible capital allocation, growth, and expanded profitability. Studies suggest that CEOs account for at least one quarter of a company’s value creation.¹ We believe their impact is significantly greater.
The Power of CEO Change
Boards hire external CEOs to address strategy and execution issues that the company faces. External CEO changes have high dispersion and massive alpha.
The top quartile of companies with external CEO changes outperforms indices by 80.9% over the first two years. The bottom quartile under performs by 48.2%.²
¹ Research on impact CEOs have on companies, co-authored by Timothy Quigley, University of Georgia Assistant Professor of Management.
² External CEO changes in Russell 1000 vs. S&P 500, since 2000. Individual company results vary based on market conditions and company specific factors.
Our
Process
We integrate insights on leaders with fundamental analysis of companies.
Unique, Rigorous and Repeatable Investment Process
Our battle-hardened investment process discovers and distills powerful insights that predict the direction and magnitude of leaders’ impact on their companies.
Understand the Company
Assess business model, company challenges
- Analysts dissect filings, presentations, and financials
CAN THE CEO EXECUTE?
Establish a 360 view of leadership over time
- Investigative journalists conduct interviews with CEO's former colleagues
DETECT RED FLAGS
Identify past actions influencing success potential
- Ex-intelligence officers run a deep background check
Quantify ceo impact
Model value creation impact of CEO's plan
- Analysts synthesize information to find insights
We Incorporate primary research from a team of:
- Analysts
- Investigative Journalists
- Former intelligence officers
Case Study
CEO Change
CEO expertise and fit are important drivers of long-term value creation
Company Challenges
Chipotle Mexican Grill (CMG) stock had plummeted, reflecting significant deterioration in its underlying business. Food safety issues and misexecution presented an existential threat. All were symptoms of weak governance.
Our Thesis
Our work showed new CEO Brian Niccol would create massive shareholder value by accelerating sales and store growth, expanding margins, addressing food safety, and broadening menus.
Track Record Matters
Previously, Niccol turned around TacoBell. As CEO, he grew profit, restaurant and operating margins by 20-50%.
Outcome
Niccol delivered and CMG rose +67% in the first three months and 614% over the next 3.6 years.
Integrated
Solutions
G-Alpha creates innovative investment solutions through a governance lens.
Customized Actively Managed Formulas
Our Unified Managed Account (UMA) solutions address a range of risk profiles and market regimes, enabling investors to establish integrated and timely governance-focused portfolios.
In People
We Trust
Powerful insights around governance creating sustainable alpha.
Explore New Possibilities
Our focus on impactful leaders who will create shareholder value is built to create sustainable alpha. Seize the opportunity to invest in this innovative strategy for your clients.
Contact Us
(833) GALPHAI
(833) 425-7423
G-Alpha Investments, LLC
601 S. Harbour Blvd, Suite 109
Tampa, FL 33602
Currently available on the following platforms:
2026, Conscious Capital Wealth Managment, LLC
Disclosures
G-Alpha is a strategy of Conscious Capital Wealth Management, LLC, a registered investment adviser. This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. All investments involve risk, including the possible loss of principal. Forward-looking statements are based on assumptions that may not materialize, and actual results may differ materially. Past performance is not indicative of future results. Investors should carefully review all offering and risk disclosure documents and consult their financial professional before investing.