We are a privately held family office investing in semiconductors, SaaS, and crypto infrastructure.
Contact UsWe seek asymmetry through deep research, valuation discipline, and margin of safety across equities and protocols.
Our framework emphasizes structural risk premia — liquidity, volatility, and credit — harvested through diversified mandates.
We think in decades, not quarters. Compounding value and stewardship of capital outweigh short-term performance.
Foundational hardware enabling compute, AI, and global manufacturing resilience.
Scalable software models with recurring cash flows and defensible economics.
Real-yield protocols and base-layer technologies capturing long-term network value.