We manage proprietary capital globally with disciplined risk, portfolio construction, and fundamental research—attentive to durable opportunities at the technology frontier and to long-term, owner-minded compounding.
We preserve and compound capital through full market cycles, grounded in risk discipline, portfolio construction, and fundamental research—allocating selectively to assets and strategies with durable competitive advantages and attractive long-term risk-adjusted profiles.
Operating as a family office, we value independence, discretion, and alignment. We underwrite positions as owners building franchises for decades, not renting tickers for a quarter. We take inspiration from the long-horizon, business-first discipline associated with Warren Buffett and Duan Yongping, expressed through our quantitative rigor and global mandate.
We emphasize repeatable judgment within our circle of competence—not one-off speculation—and actively monitor frontier technologies, from foundation models and developer platforms to broader platform shifts, assessing how they may reshape industries and valuations over multi-year horizons.
Deep bottom-up analysis
Capital preservation first
Multi-year investment horizon
Cross-border opportunities
We partner selectively with like-minded institutions and entrepreneurs.
Our Approach →