NVIDIA
Accelerated computing has become the backbone of AI infrastructure; ecosystem depth creates durable advantage.
OUR OUTLOOK / INVESTMENT FOCUS
Ambition doesn’t
fit in a category.
We seek high-potential opportunities where deep change meets
exceptional entrepreneurial thinking. Across sectors. Beyond convention.
AREAS OF INTEREST
A wide lens. A selective approach.
01 / 05Foundational technologies and ambitious businesses changing how the world works.
Software · Artificial intelligence · Digital infrastructureOUR INVESTMENTS
Capital with conviction.
Fifteen investments across five sectors.
Technology
Microsoft
Cloud scale and enterprise distribution position it to monetise AI across the software stack.
Snowflake
Data platforms gain strategic value as organisations operationalise AI on their own information.
Healthcare
Eli Lilly
Metabolic medicine is reshaping chronic care, with manufacturing capacity a key competitive lever.
Intuitive Surgical
Installed base and recurring instrument revenue reflect a long runway in minimally invasive surgery.
Vertex Pharmaceuticals
Scientific depth in genetic disease shows how focus can compound into category leadership.
Financial Services
Visa
Network effects in digital payments continue to benefit from the long-term shift away from cash.
Adyen
A unified payments platform illustrates the operating leverage of modern financial infrastructure.
Nu Holdings
Digital-first banking demonstrates how lower cost to serve can expand access at scale.
Industrial & Infrastructure
Siemens
Industrial automation and digital twins sit at the centre of manufacturing modernisation.
Vertiv
Power and cooling for data centres has become critical infrastructure in the AI build-out.
Quanta Services
Grid upgrades and electrification create multi-year demand for specialised infrastructure capability.
Consumer
Costco
Membership economics and trust show how disciplined value creation builds loyalty.
Amazon
Logistics scale and commerce data reinforce a flywheel across retail, advertising and services.
On Holding
Product innovation and brand clarity can carry a challenger into global consumer relevance.
UNDER INCUBATION
What comes next.
Eight stealth startups. Four areas of opportunity.
Consumer
Under incubation
Stealth 01
Stealth startup
Under incubation
Stealth 02
Stealth startup
Industrial
Under incubation
Stealth 03
Stealth startup
Under incubation
Stealth 04
Stealth startup
Technology
Under incubation
Stealth 05
Stealth startup
Under incubation
Stealth 06
Stealth startup
Pharma
Under incubation
Stealth 07
Stealth startup
Under incubation
Stealth 08
Stealth startup
BUILDING IN ONE OF THESE AREAS?