Investment Results (%)

Portfolio Characteristics

Top 10 Portfolio Businesses

Related Thinking

Investment Strategy
From Umami to Automation: How Japan’s Reinvention Is Creating New Investment Frontiers
After many research trips to Japan, we moved to increase some of our exposure to businesses supported by key trends, such as digitalization and advanced computing, industrial innovation, unique consumer preferences, and an aging domestic and global population.
Investment Strategy
Space: The Emerging Frontier
A more active space economy is taking shape as cheaper, more reliable launch expands what can be built, deployed, and sustained profitably beyond Earth.

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