Insights
We build conviction around long-term secular trends, informed by deep research, direct relationships with founders and GPs, and a clear view of where durable value accrues.
April 22, 2026
Relative Comparisons in Private Equity: A Cautionary Tale
In private equity, relative performance is still one of the biggest puzzles and most challenging exercises.
April 22, 2026
The Infrastructure Layer for AI: Where We Believe Durable Value Accrues
Our view has been that structural opportunity sits one layer below, in the infrastructure required to operationalise AI at scale.
April 22, 2026
The Liquidity Trap
Why chasing liquidity in private markets destroys the alpha you were trying to protect.
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