About Us
Who We Are
A Sector-Conviction Investment Firm Built on Data, Not Diversification.
Extended Investment
$B+
Assets Under Advisory
Our Mission
We don't diversify for the sake of diversification. We concentrate capital where the structural tailwinds are strongest, the data is investable, and the asymmetry is real.
The result is a focused, five-pillar portfolio — AI, Real Estate, Blockchain, Agriculture, and Electric Vehicles — every position backed by a published thesis, not narrative.
  • Five-pillar conviction strategy
  • Data-led, not diversified
  • Institutional custody & controls
  • Quarterly risk-budget reviews
Explore the Pillars
+
Institutional Allocators
The Five Pillars
Where We Concentrate
Capital
Artificial Intelligence
Structured allocation across the AI stack — semiconductors, cloud, and applications.
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Real Estate
Prime and specialty real estate through the data-centre boom and recovery cycle.
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Blockchain
BTC/ETH core with active management and the MARA Holdings partnership.
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Agriculture
Direct US farmland paired with a precision-agritech equity overlay.
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Every figure on this page is sourced and verifiable. View Our Sources
Why Choose Us
Why Institutional Allocators
Choose Extended Investment
53+
Family offices, endowments & institutions
Most firms claim diversification. We have the discipline to concentrate — and the data infrastructure to back every position with a published thesis and a clear risk frame.
  • 1. Data-led conviction
    Every recommendation arrives with a published thesis, market-size figures, and a clear risk frame.
  • 2. Risk-budgeted execution
    Capital is sized to your tolerance, not ours, with sharp quarterly Risk-Budget reviews.
  • 3. Institutional infrastructure
    Prime custody, audited reporting, and segregated, independent controls.
  • 4. Active, not passive
    Daily monitoring and quarterly rebalancing across all five pillars.
It's how an institutional allocator wants to be spoken to — sourced, transparent, and accountable.
Create your account
$B+
Assets Under Advisory
Conviction Pillars
+
Institutional Clients
%
AI Market CAGR
Institutional office towers
Our Conviction
We Don't Spread Thin. We Concentrate Where the Decade Is Being Decided.

Artificial intelligence, real estate, blockchain, agriculture and electric vehicles — five sectors we research deeply and own with conviction, each backed by a published, sourced thesis rather than a hunch.

Explore the Five Pillars
Our Team
Sector Specialists,
Not Generalists
Bill Johnson
Founder & CEO
AI Lead
Director, AI & Technology
Real Estate Lead
Director, Real Estate
Crypto Lead
Director, Digital Assets