Investment Strategy
A 5–10 year discretionary mandate concentrated in the companies leading the transition to electric mobility, orbital launch, artificial intelligence and renewable power — executed with the risk discipline of a traditional long-only equity fund.
Our sector selection reflects a durable secular shift: physical industries are being rebuilt around software, autonomy and renewable energy. We invest with a first-principles mindset — sizing positions to conviction, not consensus — and we hold cash when valuations demand patience.
The mandate is fundamentally long-biased with a target 12–18 name concentrated book. We do not employ leverage, we do not short single names, and we do not engage in high-frequency strategies. Position turnover is deliberately low: our objective is compound capital appreciation, not trading revenue.
We report performance monthly against a transparent public benchmark (a 50/50 blend of the Nasdaq-100 and the S&P Global Clean Energy Index) and we disclose full portfolio composition each quarter.
Every position is governed by hard risk limits: maximum single-name weight of 12%, maximum sector concentration of 40%, and a continuously monitored liquidity buffer of no less than 5% of NAV in stablecoin reserves. Drawdown triggers escalate to formal thesis re-underwriting rather than reactive selling.
Step 1
Onboarding
KYC / AML verification, suitability assessment and mandate agreement — completed in under 15 minutes.
Step 2
Screening
Bottom-up fundamental review of every candidate — moat, unit economics, capital intensity, management alignment.
Step 3
Allocation
Concentrated 12–18 name book, position-sized by conviction and risk-adjusted expected return.
Step 4
Monitoring
Continuous thesis review, drawdown discipline, weekly risk committee.
Step 5
Reporting
Monthly NAV, quarterly full-holdings disclosure, tax-ready year-end statements.
Explicit limits, monitored continuously by an independent risk desk.