IBM

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Hybrid cloud, consulting and the Granite enterprise model family.

Publicly listed Enterprise IT & Consulting

What this position signifies

The conservative holding on this desk. IBM sells AI as consulting engagements and governed on-premise deployment to regulated industries — banks, insurers, government — that cannot simply send data to a public API. Growth is modest and the dividend is substantial, so it behaves more like an income position with AI optionality than like a growth bet.

What actually moves it

  • Consulting bookings
  • Red Hat and hybrid cloud growth
  • Regulated-industry AI demand
  • Dividend coverage
Deposit sections

Amounts for IBM

Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.

Explorer
$1,000
up to $9,999
Minimum hold · 90 days

Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.

Deposit at Explorer
Accelerator
$10,000
up to $49,999
Minimum hold · 180 days

A direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.

Deposit at Accelerator
Frontier
$50,000
up to $249,999
Minimum hold · 12 months

A concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.

Deposit at Frontier
Venture
$250,000
and above · by arrangement
Minimum hold · 24 months

Long-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.

Deposit at Venture