How we invest
We invest primarily in U.S.-listed technology, media, and telecom companies, with an emphasis on business quality, durability, and long-term fundamentals. We construct a concentrated portfolio of exceptional companies purchased at attractive valuations, aiming to compound capital tax‑efficiently over time by using temporary market dislocations and sentiment‑driven sell‑offs to our advantage.
Why we focus on technology
With over 25 years of expertise analyzing and investing in technology, we bring insight to a sector that consistently drives innovation and market leadership. Our philosophy is straightforward: invest in what we know best. Technology is the engine of growth, disruption, and long-term value creation, making it our core focus.
For decades, technology has led the market, producing global leaders, delivering strong returns, and outpacing other industries. Powered by transformative trends like artificial intelligence, cloud computing, semiconductors, and digital transformation, technology’s influence and potential continue to grow. We believe its blend of innovation, resilience, and growth makes it a compelling opportunity for long-term investment success.