Investment Strategy
We invest where we have true conviction — concentrated, long-term, and with active engagement.
We invest in founding teams leveraging artificial intelligence and technology to fundamentally transform existing industries. Our focus is on early-stage investments with the potential to define categories.
Criteria: Strong founding team, scalable business model, technological edge, large addressable market.
Minority stakes in established mid-market companies with proven business models, strong market positions, and clear growth trajectories. We contribute capital and strategic perspective.
Criteria: Profitable core business, niche market leadership, entrepreneurial management, growth potential.
Concentrated portfolio of listed European companies with small to medium market capitalisation. We invest directly, conviction-driven, and with a long investment horizon.
Criteria: Undervaluation, sustainable competitive advantages, strong cash flow, competent management.
Our Approach
We exclusively manage our own family wealth. No quarterly reports, no benchmarks, no return expectations from third parties.
Our investment horizon spans decades, not fiscal years. This allows us to act counter-cyclically and build wealth for future generations.
Fewer investments, but with deep conviction. We know every company we invest in.
Short lines, clear accountability. We can seize opportunities while others are still convening committees.