The Thesis
The strategy centers on analysis of ROIC vs. WACC spreads to identify businesses that are actually creating value, not just consuming capital. Efficient reinvestment of capital is more important than high growth. In the long run those businesses which efficiently deploy capital return higher value to shareholders. This is the basis of our strategy. We look for the "toll booths" of the global economy—high-conviction digital platforms and critical infrastructure with durable moats.
Our philosophy is built on finding resilient, capital-efficient business models that anchor the structural growth of the modern world. From the dominant global marketplaces and payment rails you use daily to frontier satellite communications, we invest in the compounding entities that form the backbone of international commerce.
Contact
Dr. S. Sood, M.S., Ph.D.
Portfolio Manager
Current: J.P. Morgan Chase | Ex-Citi | Ex-Bank of America Merrill Lynch
📍 New York, NY
Strategy Overview [Simplified Explanation]
* Precise calculations of ROIC and WACC for a large business are highly complex and requires domain knowledge and expertise, this video is a very dumbed down explanation for the strategy at a high level
Fiduciary Standards & Credentials
SEC Registered: https://adviserinfo.sec.gov/firm/summary/340811
Operating under Silpa Services LLC, we prioritize transparency and a legal obligation to your success. As a Registered Investment Adviser (RIA), our duty is to your best interest—always.
Uniform Investment Adviser Law Certified. Licensed to provide professional, fiduciary-grade investment advice.
Registered Investment Adviser (RIA) in New York, governed by the Investor Protection Bureau of the NY Attorney General.
Assets are held securely at Fidelity Institutional. We manage the strategy; an industry giant secures the capital.
Accounts are protected by the SIPC for up to $500,000 (including $250k for cash) against custodial failure.
Fee Alignment
Success should be a shared outcome. Our fee structure is intentionally lean, ensuring that more of your capital stays working for you in the market.
*Applied to Assets Under Management (AUM). This preferential rate is locked in for founding partners for their first 12 months, rewarding early alignment with our growth.
While legacy funds often start at 1.5% or 2.0%, Pillar Global offers institutional-grade management with a pedigree from J.P. Morgan, Citi, and Merrill Lynch at a fraction of the cost.
Active Portfolio Strategy
| Ticker | Company Name | Asset Class | Target Allocation | Day Change |
|---|---|---|---|---|
| 75% - Stable Compounders | ||||
| AMZN | Amazon.com, Inc. | Consumer/Cloud | 12.5% | -- |
| GOOG | Alphabet Inc. | Search/AI | 12.0% | -- |
| META | Meta Platforms, Inc. | Social/AI | 11.5% | -- |
| V | Visa Inc. | Payments | 6.5% | -- |
| MA | Mastercard Inc. | Payments | 5.5% | -- |
| TSM | Taiwan Semi Mfg. | Semiconductors | 5.5% | -- |
| BRK/B | Berkshire Hathaway | Diversified | 5.0% | -- |
| COST | Costco Wholesale | Retail | 4.5% | -- |
| WMT | Walmart Inc. | Retail | 4.0% | -- |
| MCO | Moody's Corp. | Financial Svcs | 3.0% | -- |
| MU | Micron Technology, Inc. | Semiconductors | 2.5% | -- |
| UBER | Uber Tech Inc. | Logistics | 2.0% | -- |
| TPL | Texas Pacific Land | Resources | 0.5% | -- |
| 20% - High Growth (10X Potential) | ||||
| ZETA | Zeta Global Corp. | Marketing AI | 8.5% | -- |
| ASTS | AST SpaceMobile | Satellite Telecom | 7.5% | -- |
| LMND | Lemonade, Inc. | InsurTech | 4.0% | -- |
| 5% - Turnarounds & Cash | ||||
| UA | Under Armour, Inc. | Consumer Goods | 1.5% | -- |
| LUMN | Lumen Technologies | Infrastructure | 1.5% | -- |
| CASH | Liquidity | N/A | 2.0% | 0.00% |
Custodial Advantage: The Fidelity Model
We utilize a Non-Custodial Investment Model. This creates a clear structural separation between fund management and the safety of your assets.
| Feature | Standard Brokerage Model | Fidelity Institutional Custody |
|---|---|---|
| Asset Location | Often held in "Street Name" on firm's balance sheet. | Segregated Accounts: Assets held independently of Silpa Services LLC. |
| Risk Profile | Assets potentially subject to seizure if firm fails. | Bankruptcy Remoteness: Assets are protected from management liabilities. |
| Service Model | Integrated retail execution. | Institutional Clearing: Professional-grade transparency and reporting. |
By selecting Fidelity Institutional, we provide the same level of security and oversight used by the world's largest pension funds.
Investor Resources
📄 Download Full Strategy Pitch (PDF) 📄 Form ADV Part 2A (The Brochure)Quarterly Reports
📄 Q4 2025 Quarterly Performance Report - PDF 📄 Q3 2025 Quarterly Performance Report - PDF 📄 Q2 2025 Quarterly Performance Report - PDF 📄 Q1 2025 Quarterly Performance Report - PDFInvestment Theses
Select a holding to view the specific thesis:
Simulated Performance
Hypothetical growth of $1,000,000 based on our target allocation throughout 2025.
| Period | Portfolio Value (USD) | Quarterly Gain (%) |
|---|---|---|
| Start Q1 | $1,000,000 | — |
| End Q1 | $1,081,690 | +8.17% |
| End Q2 | $1,244,906 | +15.09% |
| End Q3 | $1,307,388 | +5.02% |
| End Q4 | $1,431,315 | +9.48% |
* Figures represent a back-tested simulation using actual 2025 market data. Pillar Global is in the final stages of establishment.