Our investment philosophy is grounded in finding and supporting exceptional companies across both private and public markets.

Private Markets: Backing Companies at the Inflection Point

In private markets, we invest with conviction at the point where companies are poised to scale. These are moments of inflection — when product-market fit has been proven, the team is strong, and the market opportunity is large, but the next phase of growth still needs to be unlocked — for example, entering a new market.

We are not a venture capital firm chasing power-law returns. Every company we back matters deeply to us. We take a high-conviction approach, investing in a focused set of businesses we believe can create enduring value. That means fewer bets, more time, and real skin in the game.

We're active partners — not just board members, but thought partners. Whether it's shaping strategy, unlocking offshore growth, or hiring the next executive, we work side-by-side with founders to help turn inflection into acceleration.

Listed Markets: Investing in Enduring Companies

In the listed space — where businesses are typically more mature — we take a disciplined, analytical approach, grounded in fundamentals but guided by long-term vision. We look for enduring companies which have the potential to compound in value over many years.

We're particularly drawn to founder-led or founder-inspired businesses with a clear mission, a defensible moat, and the discipline to avoid short-term distractions. We aim to identify companies where there's a disconnect between our view of intrinsic value and the current market price — and we're willing to be patient while that gap closes.

Our goal is not to trade, but to own great businesses — with care, conviction, and a long-term mindset.