Start beneath the surface.
Study the technology, the constraints and the business economics before forming an investment view.
INVESTMENTS
Capital follows
understanding.
Investing through technological change.
My investment work brings together public markets, selected startups and the vehicles through which capital is allocated. Research informs the decisions; a clear record makes them accountable.
My investment approachThree ways to explore.
THE INVESTMENT LANDSCAPESTRUCTURE & CONTEXT
Investment vehicles
The entities behind the investment activity.
Asli CapitalQBIT Funds
02SELECTED COMPANIES
Startup investments
Backing technology applied to practical problems.
Levr.aiPavePal
03CURRENT HOLDINGS
Public markets
Companies and ETFs held in the portfolios.
Investment focusCompanies & ETFs
HOW I THINK ABOUT CAPITAL
Conviction is a starting point.
Evidence keeps it honest.
Connect thesis and capital.
Consider valuation, downside, concentration and the time a thesis needs to develop.
Keep a record. Change a view.
Document decisions, revisit assumptions and learn from outcomes, including the ones that disappoint.