Tech and Growth Investing
We invest in opportunities positioned to benefit from technological innovations and applications globally.
Founded in 2017 as a private investment office of a tech operator and venture investor with experience in the US and Asia, our research-led approach is informed by first-hand exposure to technology businesses and the broader innovation economy.
Dec 2018 · 3.7%Fed rate hikes and US-China trade tensions drove a broad tech sell-off.
Mar 2020 · 4.8%The COVID-19 crash, followed by a stimulus and remote-work rally.
Nov 2021 · 12.3%Pandemic-era peak, just before inflation and rate hikes hit growth stocks.
Jan 2023 · 6.4%Bear-market low, weeks after ChatGPT's launch reignited interest in AI.
Apr 2025 · 11.7%Tariff shock, then a sharp rebound after the 90-day pause on April 9.
Dec 2025 · 18.4%Nearly triple the early-2023 low, as AI enthusiasm lifted valuations.