Strategy

We invest in global market leaders and category creators across technology and the life sciences. 

The best investments over the past decades show three common characteristics:

1. Intense customer love

2. Exponential growth, and

3. Genuine market leadership.

Our entire portfolio consists of companies with these characteristics.

Our fund is invested in the best global innovators in online retail, digital health, software, renewable energy, the life sciences, and entertainment.

Our approach is dramatically different to traditional value methods, while adopting many of the same tools.