Fairfax Global Investment Management LLC

Fairfax Global Investment Management LLC provides discretionary investment advisory and sub‑advisory services to a mix of individuals (including high net worth clients), pension and profit‑sharing plans, business entities, and other registered investment advisers. Services include separately managed accounts and firm‑created model portfolios that are typically implemented using third‑party ETFs and individual equities and made available through custodians, wrap and non‑wrap platforms, and program sponsors.

The firm follows a rules‑based, three‑step investment process centered on global tactical asset allocation and the identification of “persistent trends,” using trend‑following adjustments to manage exposure across equities, fixed income alternatives, commodities and certain inverse/enhanced ETF strategies. Model portfolios are continuously managed and reviewed for significant market events, and Fairfax states it may provide periodic written reports summarizing account activity and performance to clients and sponsors.

Distinctive features in its ADV include a relatively high client‑to‑advisor ratio — roughly 249 clients supported by a single advisory team — and a business model that frequently acts as a sub‑advisor or model delivery provider to other investment advisers and program sponsors. The brochure also discloses a change in ownership and rebranding in March 2025 that ended a prior affiliation, and it notes the firm provides performance reporting while explicitly stating it does not charge performance‑based fees.