Challenge Convention.
Target Potential.

EFI was co-founded in 2018 by serial financial entrepreneur Sandy Koifman and investment expert Toby Main.

About Us

Concentrated portfolios have the advantage of being better understood and tracked. In understanding implicit risks, we gain the opportunity to attenuate them. This winning duo – understanding and knowledge – gives us the edge, so we can better track, anticipate and manage the outcome. Therefore, we believe that concentrated portfolios will deliver superior risk-adjusted returns compared to a broadly diversified index.

Based in Geneva and with offices in Melbourne, Australia, EFI strives to reduce the risks whilst maintaining expected market returns and, in doing so, deliver returns above the Markowitz Efficient Frontier.