Category: Investment Strategy

By automating and augmenting security efforts, machine learning can help mitigate breaches and strengthen system defenses.
Despite the short-term pressure on stocks, we believe that the long-term wealth creation opportunity tied to select enterprise software businesses remains strong, buoyed by a massive and immutable move toward cloud computing.
While we believe we own businesses that can stand the test of time, periods of volatility offer an opportunity to revisit, challenge, and build fresh and renewed conviction in all of our investment cases.
Today, we view electrification, or the shift from vehicles with internal combustion engines to those powered by batteries, as one of the most important secular trends of the next decade.
While there is a long road ahead before data-driven decision-making becomes common across organizations, we believe businesses that enable this data stack will be an important area for venture capital investment in the years to come.
As long-term stewards of capital, we believe it is critical that businesses, investors, and capital allocators factor climate change into their long-term strategies as they would any other environmental, social, or governance issue.