investment themes

There's no bad time to innovate. - Jeff Bezos

 

Our investment approach builds upon a strong analytical foundation, with an emphasis on understanding the long term implications of technological change. In particular, we strive to visualize how advances in technology will catalyze and drive economic and cultural change and how this in turn will shape the structure of the financial services industry and markets more generally. 

Our ability to do this successfully is in part due to viewing the industry from our unique vantage point, on “the edge”: at the intersection of financial services, markets and the broader economy.  We combine an outsider’s unconstrained viewpoints with an insider’s understanding.