Evergreen capital

Our structure, focus, long duration, and deep perspective help inform our approach.

Integrated private and public

One strategy + one contiguous team = unique insights.
Across stages
Unique perspective across all stages of growth.
Early Stage
Unique perspective across all stages of growth.
learn more
Growth
Unique perspective across all stages of growth.
Public equities
Concentrated, long-biased, catalyst-based approach.
learn more

Our Thematic Views Create a Prepared Mind

Our Thematic Views Create a Prepared Mind

Vertical AI

Purpose-built AI platforms transforming industry-specific workflows.

Enterprise

AI Agents

Autonomous agents coordinating complex workflows and decision making.

Enterprise

Next-Gen Therapeutics

AI-enabled discovery and delivery of novel therapeutics using engineered cells, molecules, and biologics.

Healthcare

AI Security

Securing the GenAI stack across visibility, governance & control, pre-production testing, and post-production monitoring.

Enterprise

Healthcare Reimagined

Value-based care models and clinical AI co-pilots enhancing diagnosis, treatment, and patient engagement.

Healthcare

The AI Renaissance

Consumer-first GenAI tools redefining media, design, and storytelling.

Consumer

Hyperproductivity

From consumer to prosumer: AI-powered tools augmenting individual output.

Consumer