Four convictions. One discipline.
We deploy capital where we already operate — and we operate where we deploy.
Investing is a verb we earn by operating first. Each thesis below is one we live inside — not one we observed from a distance.
Green Energy
Renewable energy — solar, wind, hydro, storage and grid intelligence — is the largest infrastructure rebuild of our lifetime. We invest in two layers: the equities and bonds of utilities supplying the energy, and the firms making components for the equipment that generates it.
- +Utility-scale solar and wind operators
- +Battery storage and grid software
- +Component manufacturing
- +Robeco Smart Energy strategy access
IT & AI Technology
With social and digital infrastructure now mandatory for every serious business, technology is the leverage layer. Our team operates as IT and AI specialists, building services and digitally marketing the businesses we back.
- +Vertical SaaS and AI applications
- +Developer tools and infrastructure
- +Applied AI services firms
- +Co-investment with founders we operate alongside
Café · Lounge · Restaurant
The café, lounge and restaurant sectors remain a viable opportunity — driven by exotic cuisines, informal dining and rising disposable income. We invest with a full operating plan: starting expenditures, ongoing costs and revenue streams modeled before signing a lease.
- +Concept-led F&B groups
- +Owner-operator partnerships
- +Boutique hotel F&B operations
- +Hospitality-as-experience businesses
Crypto Mining
Crypto mining secures blockchain networks while releasing new coins into circulation — the monetary incentive of proof of work. We participate selectively, with a bias toward energy-efficient operations and transparent governance.
- +Energy-efficient ASIC operations
- +Renewable-powered mining
- +Treasury and risk management
- +Audited reporting & compliance
Talk to the
deal desk.
We share live opportunities with a small group of long-term partners. Introductions on request.