Pineal Capital — Operations Dashboard

1Fund Snapshot

Pineal Capital Fund I · QIAIF sub-fund of Global Horizons ICAV · Regulated by Central Bank of Ireland

NAV

—

[PENDING RESEARCH]

Target return

20–25%+

Annualised

Positions

10 / 8–12+

Core holdings

SFDR

Article 6

ESG exclusions applied

Strategy — The 3 U's

Under

Researched

Under

Owned

Under

Performed

Team

Peter Furlong

CIO

22yr · ex-Morgan Stanley / RBS · Venture Partner Act VC

Ciaran Kelleher

Portfolio Manager

20yr+ · MD Morgan Stanley · European equities

Conor Maguire

Director of Research

15yr+ · ex-Bain Capital / Cantor Fitzgerald · FCA

Ruby Mae Butler

Associate Director

ex-Davy Global Equities · CFA / CAIA

2Five Investment Principles

Pineal's philosophy — every skill and agent is calibrated to these principles.

Principle 1

Capital Preservation

Default to caution. Flag binary outcomes. First cut is cheapest.

Principle 2

Margin of Safety

Only proceed when odds are stacked in our favour. Quantify the cushion.

Principle 3

Asymmetric Risk/Reward

Seek 3x+ setups. Reject symmetric risk. Show the payout math.

Principle 4

Understand the Business

No shortcuts on business model. Cash flows, market book values.

Principle 5

Efficient Portfolio + Risk Opt

Uncorrelated returns. Tactical management. Reduce cost basis.

3How It Works

The lifecycle of an investment idea through Pineal's agentic engine.

1

Bootstrap

Session starts → pineal-bootstrap loads fund context

2

Idea

Ticker surfaces via screens or manual flag

3

Panel + Debate

investor-panel + debate-room run second opinions

4

Thesis

thesis-builder constructs the 8-point checklist memo

5

Challenge

thesis-challenger agent generates the bear case

6

Risk + Compliance

risk-monitor + compliance-checker gate

7

IC Paper

ic-paper produces the committee memo

8

Monitor

catalyst-sentinel + panel-sentinel watch post-investment

Human judgement — not the AI — owns every decision gate. The engine prepares the evidence.

4Skills Registry

9 skills loaded from .claude/skills/ — click any card for full documentation, triggers, examples, and related workflow links.

5Agents

Autonomous workers running on cadence. Sources in agents/.

6External Tools (Vendored)

Pre-built open-source frameworks cloned into external/ (gitignored). Wrapped by Pineal skills so their output flows into the thesis pipeline.

7Portfolio Demo

Placeholder positions — 10 core + cash. Fictional tickers (DEMO-*) for illustration only. Source: data/sample/sample_portfolio.csv

Ticker	Company	Sector	Country	Wt %	P&L %	Catalyst	Status

8Catalyst Pipeline

Events expected to unlock embedded value — segmented by status. Monitored continuously by the catalyst-sentinel agent.

Pending

Triggered

Delayed

9IC Papers

Committee-ready memos — templates and case studies in ic_papers/. Generated by the ic-paper skill.

Name	Type	Path	Status
UniCredit	Case Study	`ic_papers/examples/unicredit_case_study.md`	Published
IC Memo	Template	`ic_papers/templates/ic_memo_template.md`	Template
Thesis	Template	`ic_papers/templates/thesis_template.md`	Template

10Notebooks

Jupyter demos — click any tile for a description and usage notes.

11Compliance Status

QIAIF / CBI / SFDR Article 6 · Risk limits from config/fund_parameters.yaml.

✓
QIAIF structureSub-fund of Global Horizons ICAV — CBI authorised
✓
AIFMW&W Asset Management Ireland DAC (WWAMI)
✓
SFDR Article 6Integrated sustainability risk disclosure
✓
Single stock ≤ 40%Largest position 12.5% — well within limit
✓
Sector ≤ 60%Top sector (Technology) at 23.5%
✓
Position count 8–12+10 core positions + cash
✓
Ottawa TreatyNo anti-personnel mines / cluster munitions exposure
✓
Coal < 10%No holdings with ≥10% coal activities
✓
Weapons < 10% revenueNo holdings with >10% weapons revenue
!
Authoritarian regime screenQuarterly review pending — Freedom House list refresh
✓
Drawdown trigger −15%Current drawdown within review threshold
✓
Depositary / AdminHSBC · Auditor: EY

12File Tree

Every file and folder in the Pineal repo. Click folder names to collapse / expand. Live = active, Stub = placeholder, External = vendored.

13Glossary

Plain-English definitions for the non-technical reader.

14Roadmap — Future Additions

Candidate tools not yet installed. Click any for fit rationale and install path.