One World.

Many Ways to Own It.

Hong Kong

How We Invest Across the World

We start with a single global index—and break it apart piece by piece to build personalized, precision-driven portfolios based on your goals, risk tolerance, and tax profile. Every layer unlocks deeper control and broader opportunity.

  • Unlike pooled funds, your portfolio is 100% yours. You hold the actual stocks and ETFs, with every trade tailored to your risk tolerance, tax situation, and financial goals. It’s personal, transparent, and built for long-term growth.

  • Developed in-house, our algorithm dynamically monitors markets around the clock, identifying opportunities, capturing inefficiencies, and executing trades with high precision. Every client benefits from the same elite-level technology—scaled to their account.

  • With direct exposure to ETFs and individual equities across over 40 countries, we give you access to the top 85% of the world’s market capitalization. Whether it's the U.S., Europe, or emerging Asia—we find opportunity where others don’t even look.

  • From entry-level diversification to globally granular portfolios, our system scales with your wealth. Each tier unlocks more precision, more control, and more opportunity.

A Blended, Scalable Approach.

Personalized exposure to global companies through a layered investment strategy.

At Houndstooth, we don’t believe in one-size-fits-all investing. Our portfolios scale with you, offering a tailored combination of the best investment vehicles to own the best companies the best ways for your account size.

How It Works:

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MSCI ACWI Index | ACWI

Total Holdings: 2,258

Ferrari Weight: 0.07%

iShares MSCI Italy ETF | EWI

Total Holdings: 26

Ferrari Weight: 8.24%

Ferrari | RACE

Total Holdings: 1

Ferrari Weight: 100%

As your investable capital grows, we gradually reduce reliance on broad-based ETFs and indexes by replacing positions with direct ownership of the underlying companies. For example, if you can hold a company like Ferrari directly, we’ll dial down your exposure to the MSCI Italy ETF accordingly—giving you more concentrated representation and better control of your holdings.

Likewise, as we increase the number of individual holdings in your portfolio, we also taper down your exposure to the MSCI ACWI. This means you still get exposure to companies you care about—but in a way that reflects your portfolio size, financial goals, and investment experience.

Every position is intentional. Every allocation is dynamic.

Whether you’re just beginning or managing substantial wealth, your portfolio is designed to evolve—not just stay static. This approach ensures your capital is working at its highest potential across global markets.

  • We use the MSCI ACWI Index (All Country World Index) as the base layer in many of our portfolios. It provides low-cost, diversified exposure to over 45 countries and thousands of companies across both developed and emerging markets.

    ✅ Ideal for newer investors or smaller accounts where diversification must be broad and efficient.

  • Once we’ve built a global foundation, we shift toward country-specific ETFs to provide more refined control over your international exposure. These funds represent entire economies—such as Japan, Brazil, or Saudi Arabia—and give us the flexibility to overweight or underweight regions based on macroeconomic themes or opportunities.

    ✅ Helps rebalance exposure to regions of growth or opportunity.
    ✅ Enables more accurate representation of your global investment thesis.

  • For clients with more investable capital, we offer direct ownership of individual companies in key regions. Instead of just owning the ETF that holds hundreds of companies, you can own the companies directly—especially the ones that matter most to you.


    For example, if you're able to purchase shares of Samsung, Nestlé, or Saudi Aramco, we’ll reduce your exposure to the ETFs that also hold those companies to avoid redundancy.

    ✅ Provides the highest level of customization and performance control.
    ✅ Reduces hidden fees or overlaps found in ETFs.
    ✅ Enhances transparency—you know exactly what you own.

This portfolio uses the MSCI ACWI Index ETF to deliver global diversification through a single, efficient investment. It’s ideal for clients just starting their investment journey but still looking for access to both developed and emerging markets. Each trade is made by me—tailored to your personal risk profile, tax considerations, and goals.

MSCI ACWI Index

A fully diversified global portfolio in one powerful move.

Countries Represented via MSCI ACWI ETF:

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Americas

Europe

Africa

Middle East

Pacific

Asia

  • Get exposure to over 2,800 companies across 23 developed and 24 emerging markets—all through one fund.

  • Even though it’s one fund, we actively manage your position—buying and selling based on your risk profile, tax strategy, and timing needs.

  • Start with a lower investment minimum while still gaining meaningful global exposure.

  • Although it’s a single ETF, it’s not passive. We monitor and adjust the position based on market inefficiencies, macro developments, and your evolving financial profile.

  • Every trade is run through our precision-first strategy—helping optimize performance, reduce drag, and make smarter long-term decisions.

This portfolio moves beyond the single ACWI fund by allocating directly into 43 individual country ETFs, including 22 of 23 developed markets and 21 of 24 emerging markets. Clients gain precision exposure to each country, allowing for targeted asset allocation, improved risk control, and active global management. It’s an ideal fit for clients ready to go deeper into the global landscape without crossing into individual equities.

Individual Country ETFs

Break beyond the index—own the world one country at a time.

Countries Represented via ETFs:

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Developed

Emerging

  • Instead of holding one blended global fund, we split your capital into 43 targeted ETFs—providing direct country-level exposure.

  • Country-level allocation gives greater flexibility to adjust based on market volatility, economic cycles, and your tax situation.

  • You’ll still own the world—but now with a scalpel, not a sledgehammer. This allows for more dynamic shifts in under- or overperforming regions.

  • Our proprietary algorithm constantly analyzes each market for inefficiencies and opportunities, rotating capital between countries as needed.

  • Exclude countries or regions you don’t want exposure to. Ethical investing overlays are easily implemented with this structure.

For clients who have the capacity to invest in individual stocks, we offer a dynamic, fully customized portfolio built around direct ownership of companies across the globe. Instead of simply holding broad country ETFs or global indexes, you’ll gain precise exposure to the companies that matter most—while reducing unnecessary overlap.

Individual Stocks

Direct ownership of global companies with scalable customization.

Notable Companies Traded Individually:

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  • Instead of holding a mutual fund or ETF filled with hundreds of unknown companies, you directly own the businesses you believe in. This gives you transparency, flexibility, and precision. When we add an individual stock, we reduce or eliminate overlapping exposure in ETFs that hold the same company—keeping your portfolio efficient and intentional.

  • As your account value increases, we gradually shift exposure away from broad index funds and into carefully selected individual stocks. This dynamic design allows your portfolio to become more customized over time, rather than confining you to a rigid tier system or one-size-fits-all allocation.

  • We begin with the MSCI ACWI to determine appropriate country weightings, then pair that with ETFs and/or direct stocks to reflect those exposures. When individual companies are held, we adjust ETF positions accordingly. For instance, holding Saudi Aramco would reduce your exposure to the Saudi Arabia ETF, keeping your exposure to the country intact without duplication.

  • Not every client starts with the capital to own every individual stock. That’s why our portfolios are layered: if a stock isn’t yet feasible, we use ETFs to maintain that exposure. When it becomes affordable, we replace that ETF exposure with direct ownership. You always stay globally diversified—the delivery just adapts as your resources grow.

  • We don’t compromise diversification when adding individual names. We enhance it. With intelligent position sizing and exposure management, your portfolio remains balanced across sectors and regions. This ensures we maintain the risk controls of a traditional model, while giving you the customization and clarity of individual stock ownership.

  • Our approach is designed for clients who want more than passive indexing. You gain:

    • Precision in holdings

    • Efficiency by avoiding redundancy

    • Clarity with every company you own

    • Scalability as your wealth grows
      We don’t believe in static tiers—we believe in dynamic portfolio construction that grows with you.

Why We Invest This Way

Tailored. Transparent. Transformational.

The traditional model of pooled funds and broad mutual strategies strips away the nuance of you. We believe your portfolio should reflect your goals, risk tolerance, tax needs, and even your personal values. Our separately managed accounts (SMAs) are built to do just that — combining the power of global markets with hyper-personalized execution. This isn’t mass investing. This is your portfolio, your way.

Goodbye Pooled Funded, Hello Personalization

Most investment firms lump you into a pre-built fund where your preferences are lost. Our SMA structure means each client has a dedicated portfolio, built and managed specifically for them — no dilution, no generalization, just clarity and control.

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  • Whether it's avoiding certain industries or aligning with ESG standards, your values can be reflected directly in what you own. SMAs allow us to exclude or include companies based on your personal beliefs — a flexibility pooled funds simply don’t offer.

  • Everyone’s tax situation is different. With SMAs, we can defer gains and structure trades with your personal tax picture in mind. That’s impossible with traditional pooled vehicles.

  • From conservative to aggressive, every portfolio is risk-profiled at the individual level. That means your portfolio won’t swing like someone else’s — it’s designed around your comfort zone, not the average.

  • Houndstooth brings institutional-grade global access to individuals, no matter their account size. Thanks to modern technology, we can offer the kind of diversified, actively managed, cross-border investing that used to be reserved for the ultra-wealthy.

Let’s Build Your Portfolio Together.

We handle every aspect of your investment strategy. Let’s discuss your financial goals and how we can help you achieve them.