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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. 

Explore Public Equities
02

Private Ventures

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

Explore Private Ventures
03

Royalty Investments

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

Explore Royalty Investments

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.

Visit Thesis
02

Kneat

SaaS leader in digital validation for global regulated industries. 

Visit Website
03

Fortune Bay

Advancing gold exploration assets in Canada and Mexico. 

Visit Website
04

Sona Nanotech

Developing nanoparticle platforms for diagnostics and cancer therapies.

Visit Website
05

Lemonade

AI-driven disruptor reshaping insurance. 

Visit Thesis
06

SentinelOne

AI-powered cybersecurity innovator. 

Visit Thesis
07

Argentia Capital

AI-driven disruptor reshaping insurance. 

Visit Website

Our Holdings

Kneat.com Inc.

SaaS leader in digital validation for global regulated industries.

Fortune Bay Corp.

Advancing gold exploration assets in Canada and Mexico.

Lemonade, Inc

AI-driven disruptor reshaping insurance.

ReeXploration

Advancing the next generation of critical minerals discoveries

Sona Nanotech Inc.

Developing nanoparticle platforms for diagnostics and cancer therapies.

SentinelOne Inc.

AI-powered cybersecurity innovator.

Argentia Capital

Selective infrastructure exposure with long-term upside.

OARO

Blockchain-powered cybersecurity and digital identity innovator.
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