Our Approach
Our approach emphasises growth: exposure to technology-driven innovation combined with resource-based resilience, each chosen for their potential to compound shareholder value over time.
Public Equities
Torrent Capital’s public equity strategy is built on selective, high-conviction investments in companies positioned for disruptive growth or resilient value creation. We maintain a focused portfolio of core holdings, complimented by option strategies to generate income while capitalizing on market volatility.
Core Holdings & Investment Rationale
01
Kneat
A leader in SaaS solutions for digitising validation and quality processes in regulated industries, including life sciences. Torrent invested early, recognising Kneat’s scalable platform and its potential to transform compliance-heavy sectors globally.
02
Fortune Bay
A Canadian gold exploration company with promising assets in Saskatchewan and Mexico. Torrent’s investment reflects our belief in gold’s enduring role as a hedge against market volatility, coupled with Fortune Bay’s potential to unlock significant resource value through exploration success.
03
Sona Nanotech
Innovator in nanotechnology with applications across healthcare and diagnostics. Torrent’s investment thesis is based on the potential for Sona’s unique gold nanorods to deliver breakthroughs in medical technology, particularly in diagnostics and cancer treatment.
04
Lemonade
An insurance technology company that leverages artificial intelligence to automate operations such as claims processing and policy issuance, disrupting the $2T global insurance market.
05
SentinelOne
A global leader in AI-powered cybersecurity. Torrent invested in SentinelOne for its ability to disrupt traditional security solutions and scale rapidly as enterprises adopt automated threat detection and response.
06
ReeXploration
A rare earth exploration company focused on the Eureka Project in Namibia. Torrent invested in ReeXploration for its strategic exposure to critical minerals essential to clean energy and advanced technologies.
