Approach
We invest in a concentrated number of durable businesses, and we work alongside the people who run them.
I. Research
We do the reading most people skip: filings, contracts, the public record. Then we publish our research.
II. Constructivism
We invest in companies that want growth. We work with boards, not against them, and we act independently.
III. Operational involvement
We work with management to bring proven AI systems into the businesses we invest in.
We build; we do not besiege.
“Most of the world still runs on yesterday’s tools. We invest in the companies willing to change that.”