Our Focus

We are a founder-led firm with a structure that is designed to be fully aligned with partners who are prepared to embrace volatility and focus on long-term results. We aim to be productive risk-takers for patient capital.

We aim to identify mispriced enduring innovators only.

We aim to back the next Fortune Global 100 — enduring innovators that we believe are reshaping industries by serving large groups of people in ways they deeply value. In addition, we require company cultures and talent we admire, leadership we trust, financial strength, and agile operations.

We invest in a small group of enduring innovators across public markets.

We maintain several requirements for portfolio inclusion that go beyond valuation.

Our priority is being founder-led and fully aligned to follow our investment process purely and authentically.

We aim to avoid what we view as unnatural restrictions in an effort to invest purely based on what our investment process yields.