Objective
Growth capital for portfolio companies at various, but often later, stages of development.
Transformative Technologies in sectors such as AgTech, Healthcare/BioTech, Sports & Entertainment, FinTech and other sectors impacted by the innovation.
Investment Philosophy
Our investment philosophy is derived from decades of experience. It is time-tested through many markets and economic cycles. The cornerstone of our philosophy is ONE, to identify companies that typically possess unique or transformative technologies in sectors such as AgTech, BioTech, FinTech and other sectors impacted by technology and TWO, leadership teams that are superior and fiscally responsible.
Investment Process
We are actively engaged with the invested companies. We place heavy emphasis on fundamental research within the investment selection process, which we believe will provide reasonably stable and less volatile performance throughout various market cycles.
We build our portfolio on factors of 3 P’s of Fund Management - Position, Process, Patience
3 P’s of Fund Management
Investment Fit. We start our decision-making process with an elite group of innovative and financially sound companies.
No Market Timing. Rather than trying to predict economic movements and trends, we are focusing exclusively on promising long-term opportunities, with expected exits over a 3-7 year period.
Fundamental Research. This starts by understanding the investment, and follows a bottom-up approach. We build models relative to the economics of the business, industry, and analyze the risk-adjusted return potential.
Portfolio Allocation
Sector Breakdown
Category |
Growth Equity* |
|---|---|
Number of Holdings: |
10-15 |
Average Investment: |
$6-10M |
Top Country Allocation: |
U.S.* |
Currency: |
US Dollar |
* No less than 90%
For informational purposes only.