Our thesis
Before the
inflection.
We invest in companies with growth underway and significant inflection points ahead.
Progress is nonlinear.
Breakthroughs rarely unfold at a steady pace. Capabilities develop, costs fall, and adoption builds. When those forces begin to reinforce one another, the shape of the opportunity changes.
We look for evidence that a company is gaining momentum, whether through product adoption, growing demand, or expanding revenue. Our focus is the point where that progress can begin to compound into exponential growth.
Focused by design.
Our concentrated portfolio comprises 8 growth stage companies with an aggregate market capitalization of over $2 trillion. We go deep on each company, the technology behind it, and the conditions that could accelerate its growth.
Concentration is how we put conviction to work.
Where we look
Deep technology. Critical infrastructure.
- AI & computing
- Energy & industrial
- Aerospace & defense
- Robotics