INSIGHTS & RESEARCH
Our thinking,
written down.
Market analysis, investment frameworks, and perspectives on the industries we know best. Published when we have something worth saying.
ALL ARTICLES
Three funds.
One perspective.
We write when we have something concrete to say about markets, capital, and the companies we back.
Technology
Climate Tech at Inflection: Where Capital Should Flow in 2026
The transition is no longer a thesis, it's a timetable. Here's where we see the most defensible opportunities.
Jan 12, 2026
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5 min read
Strategy
The Case for Concentrated Portfolios in Volatile Markets
When markets compress, diversification protects the average. Concentration, done right, protects the exceptional.
Feb 21, 2026
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8 min read
Market Analysis
Why the Next Decade of FinTech Belongs to Infrastructure Builders
The consumer layer is crowded. The real opportunity lies beneath it, in the rails, the APIs, and the compliance engines that everything else runs on.
Mar 26, 2026
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6 min read
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