Where We Invest
We invest in core technology companies, tech enabled services, and any industries where technology enables innovation and can unlock significant value. We focus on technology companies as they are correlated with innovation and not correlated with GDP growth. The companies we target can be public or private and are typically overlooked or misunderstood by traditional investors.
We target maturing tech companies that are ripe for a transformation: companies experiencing a change in their growth rate, and on the verge of significant disruption led by key events, industry trends, or management transitions; we believe these companies, with proper execution, can offer great value upside.