One Portfolio. Diversified Growth.

One Investment. Actively Managed Growth.

Portfolio Sections

What This Means for Investors

01

Public Equities

Focused positions in technology, resources, and emerging industries that anchor long-term NAV growth. 

02

Private Ventures

Access to early-stage companies with asymmetrical upside, opportunities usually reserved for institutional and venture capital investors. 

03

Royalties & Infrastructure

Selective exposure to long-term projects with the potential to create recurring cash flows, adding resilience and compounding growth to the portfolio. 

04

Digital Assets

Disciplined allocations to digital assets and yield strategies, offering exposure to an emerging asset class while managing volatility. 

Core Holdings Spotlight

Our portfolio is anchored by high-conviction investments that embody foresight and growth potential

01

Solana

Positioned to lead in blockchain adoption and decentralized finance.

02

Kneat

SaaS leader in digital validation for global regulated industries. 

03

Fortune Bay

Advancing gold exploration assets in Canada and Mexico. 

04

Sona Nanotech

Developing nanoparticle platforms for diagnostics and cancer therapies.

05

Lemonade

AI-driven disruptor reshaping insurance. 

06

SentinelOne

AI-powered cybersecurity innovator. 

07

Argentia Capital

AI-driven disruptor reshaping insurance.