“A Palo Alto based, state-registered investment adviser focused on long-only, fundamental investing in global public technology equities.”
“Our investment philosophy is built on making high-conviction, benchmark-agnostic investments in a concentrated portfolio of global technology companies. We employ a patient and disciplined research process rooted in first-principles thinking to identify durable, high-quality businesses that we believe are undervalued.”
“We invest across the global technology landscape: from semiconductors and software infrastructure to enterprise and consumer hardware, internet platforms, fintech, and industrials, utilities, and energy. Through deep, bottom-up fundamental analysis, we seek undervalued companies with enduring competitive advantages.”
“We look for companies whose advantages are rooted in constant constraints — physical principles, human nature, and capital cycles — that no amount of innovation can circumvent. By focusing on these constants, the aim is to surface less-obvious, high-conviction investments that the market underappreciates.”
“Our services are designed for long-term oriented, sophisticated investors who seek a focused exposure to the global technology sector and appreciate a partnership built on transparency, rigorous research, and a shared commitment to long-term value creation.”
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