We first evaluate the people. We look for teams built on a foundation of integrity. Then we look at the idea and if the team is the right team to execute on the idea. Finally we evaluate timing to enter at the right inflection point. We look for companies that are building strong long-term brands around their products. Our preferred sectors are Needs such as Health & Wellness, Education, Finance, and Enterprise Infrastructure and opportunistically invest in Wants such as Media, Commerce, Gaming, etc...
Long term focus on Societal NEEDS:
Infrastructure Finance Health & Wellness Education
Opportunistic Investing in WANTS:
Media Commerce Gaming