GET STARTED WITH ALTERNATIVE INVESTMENTS,
AS THE BUILDING BLOCKS OF A DIVERSIFIED PORTFOLIO
STRATEGY
Our venture funds are characterized by a focus on technology, extreme selection, risk diversification, and wholesale terms as a means to achieve strong returns. This focus can be further elaborated as follows:
- Rapid Technological Advancement: The pace of technological development and adoption of new technological applications continues to accelerate, particularly in areas like IT, healthcare, and the environment.
- Extreme Selection: We achieve extreme selection by gaining access to invest in approximately 15 of Silicon Valley’s top venture funds, which are typically “By Invitation Only.” These funds annually screen thousands of early-stage tech and life science companies, selecting only a few.
- Risk Diversification: Risk diversification is achieved through our “primary” funds, which typically invest in around 1,000-1,500 companies over a 5-year period, spreading risk across a broad portfolio.
- Wholesale Terms: We obtain wholesale terms by not charging subscription fees and often securing discounts through larger investments.
While historical returns are no guarantee of future returns, they still serve as a valuable indicator, especially when observed over many years.


SELECTION
The diagram illustrates the selection process in 2020 for one of our premium venture fund partners.
As depicted, the selection process starts by filtering through several thousand potential portfolio company investments, ultimately leading to only a few actual investments. This extreme selection process, combined with extensive diversification, significantly enhances the probability of long-term success.
PROCESS
Our 3-step process ensures that the decision is well-considered and informed.

