We are generalists in a world of specialists, operating in both private and public markets. This broad perspective and knowledge base often gives us a differentiated view.
Our global public portfolio is highly concentrated, comprised of sector leaders with superior cash flow, strong capital efficiency and excellent growth optionality. We look to build long-term positions and relationships with our public company partners. We do not disclose our positions.
Our portfolio of private venture and growth-stage companies is marked by protective moats, compounding growth prospects and exceptional leadership, with an affinity for neglected corners of markets.
Select investments and recent exits from our private portfolio are listed below.