Investments

I invest around technological shifts before they become institutionally obvious. I look for exceptional founders and specialist managers with differentiated insight, access or technical depth, operating in markets where new capabilities can create nonlinear outcomes.

I use funds to access ecosystems and domain expertise, and make direct investments where I have stronger conviction in the team, timing and market structure. Because these opportunities are inherently uncertain, I accept a high individual failure rate in exchange for asymmetric upside, managing risk through position sizing, diversification and long holding periods.