We look to apply our thesis across sectors, backing the transformational product leader. We look for companies that are building strong long-term brands around their products. Our preferred sectors are Social Needs such as Health & Wellness, Education, Finance, and Enterprise Platforms and opportunistically invest in Social Wants--Media, Commerce, Gaming, etc...
Long term focus on Societal NEEDS:
Infrastructure Finance Health & Wellness Education
Opportunistic Investing in WANTS:
Media Commerce Gaming