Investment Strategy

Apply institutional analysis and disciplines to seek opportunistic and cyclical entry points in asset-based and market investment strategies to yield superior investment returns.

Technology

Investments in venture capital funds and early-stage startups. Primary industry focus of financial technology, automation, AI/ML, and marketplaces/tech-enabled services.

 

Real Estate

Investments in raw and developed land with a generational time horizon. All holdings are utility-producing, either by generating income or providing recreation opportunities.

 

Mid-Sized Businesses

We seek to acquire, operate and grow established businesses. We are not a private equity fund; instead, we are committing our personal capital to this effort, with the intent to build a platform of companies that will thrive for decades to come.