We pursue a targeted investment strategy focusing on B2B businesses that enhance and secure critical technologies and infrastructure.

We are especially interested in long-term trends and disruptive solutions that will shape the future and look to invest in technological applications with material use cases in critical sectors such as financial services, defence, energy and healthcare. We invest primarily in thematic focus areas and target businesses with compelling use cases and long-term applicability.

Our thematic focus areas include:
Al and machine learning
AI and machine learning have been established as critical capabilities for enterprises and governments. Greater speed, accuracy, insights and performance can be achieved in tasks and workflows ranging from the routine to matters of national security. At-scale implementation and deployment of AI and machine learning is an imperative over the coming decade.
AI and machine learning have been established as critical capabilities for enterprises and governments. Greater speed, accuracy, insights and performance can be achieved in tasks and workflows ranging from the routine to matters of national security. At-scale implementation and deployment of AI and machine learning is an imperative over the coming decade.
Quantum technologies
Quantum technologies, underpinned by the properties of quantum mechanics, have the potential to unlock a distinctly new set of capabilities in computing, networking and measurement devices. Promising use cases for the technologies include for defence, security, AI and machine learning, financial services and materials discovery.
Quantum technologies, underpinned by the properties of quantum mechanics, have the potential to unlock a distinctly new set of capabilities in computing, networking and measurement devices. Promising use cases for the technologies include for defence, security, AI and machine learning, financial services and materials discovery.
Climate and sustainability
Governments and corporations have meaningfully stepped-up their net zero commitments. The development and implementation of technology-led solutions are critical to achieve these goals.
Governments and corporations have meaningfully stepped-up their net zero commitments. The development and implementation of technology-led solutions are critical to achieve these goals.
Security
In an interconnected and digitized world, robust security measures have become essential to deal with potential threats posed by cyberattacks, data breaches and vulnerabilities. Governments and the private sector must identify and maintain leading solutions to secure their critical physical and digital infrastructure against ever-expanding threat vectors.
In an interconnected and digitized world, robust security measures have become essential to deal with potential threats posed by cyberattacks, data breaches and vulnerabilities. Governments and the private sector must identify and maintain leading solutions to secure their critical physical and digital infrastructure against ever-expanding threat vectors.