Client 1 is the first Hergemony Capital test portfolio. It begins with AUD $1,000 and is designed to test the investment framework at a small, controlled scale before larger allocations are introduced.
AUD $1,000
Test research, risk assessment, capital allocation and monthly performance review discipline.
Launch Portfolio
Monthly review after each Hergemony Hour cycle.
Identifies major geopolitical, economic and market themes for the month. Example themes may include AI infrastructure, defence spending, space economy, energy security or interest rates.
Assesses what could go wrong, including market valuation risk, recession risk, geopolitical shocks, currency risk and concentration risk.
Converts research and risk assessment into a capital allocation plan, deciding how much to invest, where to allocate and how much cash to hold.
Records portfolio decisions, trade notes, monthly performance, review dates and lessons learned.
AUD $400
AUD $250
AUD $200
AUD $150
This is an example allocation only. Actual portfolio decisions are recorded monthly and may change based on research, risk and market conditions.
AUD $1,000
To be updated monthly.
To be updated monthly.
To be updated monthly.
Each month, the portfolio review will record:
Each future portfolio uses the same process. The only difference is the size of the capital allocation.
AUD $1,000 — Explorer Portfolio
AUD $10,000 — Growth Portfolio
AUD $100,000 — Strategic Portfolio
Research → Risk → Allocation → Reporting → Monthly Review
Disclaimer: This framework is for internal research and educational purposes only. It does not constitute financial advice, investment advice or an offer to manage external capital.
Research, macroeconomics and geopolitical intelligence.
Risk management, volatility and scenario analysis.
Capital allocation, portfolio construction and market implications.
Operations, reporting and portfolio administration.
Hergemony Capital uses a structured investment process designed to separate research, risk management, capital allocation and portfolio administration. Each system performs a specific function before a final portfolio decision is made.
| System | Role | Question |
|---|---|---|
| HERMES | Research & Intelligence | What opportunities exist? |
| HERVE | Risk Management | What could go wrong? |
| HERCULES | Capital Allocation | Where should capital be deployed? |
| HERA | Reporting & Administration | How is performance recorded? |
| Portfolio Manager | Final Decision Maker | Should the recommendation be approved? |
The Hergemony Intelligence Framework does not execute trades automatically. Instead, the systems generate research, risk assessments and allocation recommendations. Final investment decisions remain the responsibility of the portfolio manager.