Portfolio
We hold a concentrated set of interests across a small number of areas. As a private company we do not publish position-level detail; the areas below describe where our capital works.
Controlling and minority stakes in privately held operating companies with straightforward economics and proven demand.
Early positions in internet-native products and platforms where small, focused teams can build durable franchises.
Selective holdings in property and other tangible assets, held for income and long-term appreciation.
A conservative reserve portfolio that keeps the firm liquid, independent and ready to act when opportunity appears.
