Portfolio
Select holdings across diverse sectors
Operating Businesses
We acquire and operate established businesses across various industries, focusing on companies with strong fundamentals, competitive advantages, and opportunities for long-term growth through operational improvements and strategic initiatives.
Software & Digital Products
Our technology investments include software companies, digital platforms, and technology-enabled services that demonstrate sustainable competitive moats, recurring revenue models, and potential for scalable growth in the digital economy.
Real Estate
We invest in high-quality commercial and residential real estate assets in strategic locations, focusing on properties that generate stable cash flows and offer potential for value appreciation through active management and development.
Infrastructure & Utilities
Our infrastructure portfolio includes essential services and utility assets that provide critical functions to communities, characterized by stable demand, regulated returns, and long-term contractual arrangements.
Other Long-Term Assets
We selectively invest in other asset classes that align with our investment philosophy, including intellectual property, natural resources, and specialty finance opportunities that offer attractive risk-adjusted returns over extended time horizons.