Alternative Investments
Championed by David Swensen for the Yale Endowment, this model involves diversification across non-traditional, less liquid asset classes - rather than relying solely on public equities and bonds; to deliver sustainable long-term performance with reduced risk and volatility. Our strategy allocates a substantial portion of the portfolio to alternative assets including private equity, venture capital, private credit, real estate, commodities, digital assets, and tangible alternatives such as art and collectibles. These may include both registered public offerings and private placements typically structured under Regulation D of the Securities Act of 1933. By emphasizing low-correlation assets, we help reduce portfolio volatility and enhance returns, while capturing the illiquidity premium unavailable in traditional markets.
Investment Strategies
Drawing on investment banking experience with private corporate issuers across equity and debt markets, our investment strategies are grounded in a long-term approach. We deploy capital through both multi-portfolio fund structures and targeted special purpose vehicles (SPVs), selecting structures based on opportunity characteristics and investor needs. We believe alternatives deliver the greatest value when supported by patient capital and meaningful scale, allowing us to maximize upside over extended time horizons. Through defined processes and careful market selection, we help investors achieve risk-adjusted returns that align with their financial objectives.
We currently invest in venture opportunities across Financial Technology, Artificial Intelligence, Aerospace & Defense, and Longevity & Healthcare Innovation - with coverage in both early-stage and late-stage companies. In parallel, we are actively developing our private equity and private credit platforms to further expand our investment toolkit.
Portfolio Companies
With deep investment expertise and strong industry relationships, we provide access to high-quality investment opportunities. Each portfolio company is carefully selected based on its potential for stability, diversification, and growth. We strive to be more than capital providers - we aim to be true strategic partners.
Individual Investors
We offer sophisticated individual investors and family offices access to opportunities historically reserved for institutions. Each portfolio is constructed with a long-term perspective, designed to reduce volatility, enhance returns, and create lasting wealth across market cycles. Our investor base includes a curated network of executives, entrepreneurs, and sector operators, whose insight and relationships enhance every stage of the investment process.
More than just a source of capital, we serve as connectors—linking our investors and portfolio companies with the people, partnerships, and opportunities that drive value. From strategic introductions and operational mentorship to access to follow-on funding and exits, our ecosystem is designed to multiply impact and create enduring outcomes.