Diversifying your portfolio includes physical, tangible products that bypass AI disruption.
AI is reshaping entire industries, and Wall Street is paying close attention to which businesses are exposed and which aren’t.
Some analysts have started calling it “Heavy Assets, Low Obsolescence,” or HALO — a framework favoring companies that make physical, tangible products over those built on software and algorithms.
Large institutions have echoed the same investing thesis, pointing to tangible assets as less exposed to AI-driven disruption. Strategists tracking this year’s tech selloffs have noted capital moving toward companies with real, physical operations.
Beauty, fragrance, and personal care sit squarely in that territory: products people use, replace, and repurchase, although they may use a chatbot or AI agent to make the purchase. That’s yet another reason our offering is worth a second look.
Investors of record by July 31st are on schedule to receive their first distribution in September.
How Our Monthly Royalty Distributions Work
We don’t ask investors to wait for profits. Our royalty distributions are targeted to be paid monthly, calculated based on the amount invested:
- Targeting monthly annualized distributions capped at 20%, with an 8% annualized minimum.
- Paid monthly, not quarterly or annually.
- Based on the revenue generated by our growing portfolio of companies—not profit.1
If this is the kind of investment you’ve been looking for, our offering page walks through exactly how it all works.
Interested in learning more about Fundamental Brands?
Visit our Offering Page
Visit our Main Website
Watch our Explainer Video
Download our Investment Guide
- *Although all portfolio companies have revenue as a criterion for acquisition, revenues cannot be guaranteed. Therefore, meeting the minimum distribution amount cannot be guaranteed. All payments, including the minimum, are subject to the availability of revenues and distributable funds, as determined by the Company. ↩︎
