We employ a rigorous, bottom-up fundamental approach to find exceptional businesses that can compound intrinsic value over a multi-year period. We hold a concentrated portfolio of high conviction ideas.

We invest across the AI value-chain, including Infrastructure (semiconductors, networking, interconnect, energy), Data/Platforms (mission‑critical platforms serving as default operating systems for AI builders), and Applications (quality compounders with proprietary data and pricing power positioned to translate AI into enduring margin and revenue expansion).