We invest in high-quality, inevitable businesses, at defensible prices with actionable timing.

  We focus on industries undergoing technological and cultural changes. Companies in these industries are more likely to be mispriced in the market.

 Companies with sustained competitive
advantages, large addressable markets, and real optionality. We want to capitalize on inflection points in the underlying business.

 What will be relevant in 5 or 10 years?
Technology is no longer only software and
hardware, it is the future of transportation, the way we live our lives, and impacts almost every sector of the economy.