We invest in the companies of tomorrow, today

About our
investment firm

Research driven. Growth Focused. Purpose Led.
We believe the next decade can provide significant alpha for diligent, concentrated stock picking. The time is now, to start building a position.

More about us

Portfolio

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Search Engine

Google

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2022

Social Network

Facebook

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2020

Social Network

Twitter

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2018

Streaming

YouTube

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2016

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Investment Philosophy

We think in decades

Time is our advantage. Through time the great companies will be reflected in their bottom-line and through time the bad companies will be revealed. Those that can stomach the volatility will be in the best position to succeed. We think like business-owners and our strategy resembles that - a private equity-like holding cycle except with public equities.

We concentrate our portfolio on only our best ideas

The market is in a difficult place and we believe we are entering a winner-take-most environment. Concentrating and focusing on our best ideas allows us to capture upside whilst minimizing risk.

We only play where we have an edge

Our proprietary and unique research method allows us to find opportunities where others may not. Wall Street analysis is often antithetical to successful investing and oftentimes one must take a contrarian, eccentric path to beating the market.