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Artificial Intelligence
Artificial intelligence is the defining capital-formation event of the decade. The market is forecast to expand from $602 billion to roughly $3.6 trillion by 2033 — a compound annual growth rate near 29% — while the hyperscalers alone commit more than $500 billion of capital expenditure in 2026. We don't gamble on a single winner. We allocate across the full stack: the chip layer that supplies the compute, the cloud layer that rents it out, and the application layer that turns it into revenue.
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Real Estate
Real estate is the largest asset class on earth — around $624 trillion globally — and it is turning. First-quarter 2026 transaction volume rose 18% year over year as the cycle moved from correction to recovery. Our conviction sits in the parts of the market index funds underweight: specialty assets, prime data-centre supply feeding the AI boom, and recovery-cycle entries priced for the last cycle rather than the next one.
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Blockchain
Blockchain is maturing from speculation into infrastructure. The market is projected to grow from $48 billion to $577 billion by 2034 — a ~36.5% CAGR — with decentralised finance alone forecast to climb from $108 billion to $695 billion. We hold Bitcoin and Ethereum as the core, manage the position actively rather than passively, and extend into productive exposure such as our 114-megawatt, wind-powered mining partnership with MARA Holdings.
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Agriculture
Agriculture is the oldest asset class and the most overlooked inflation hedge. Agritech is a $38.6 billion market in 2026, compounding around 11.5% a year, while US farmland recently set a record at $4,350 per acre. We pair hard-asset farmland — durable, income-producing and uncorrelated — with precision-agriculture technology and exposure to Asia-Pacific, the fastest-growing region at a 27.5% CAGR.
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Electric Vehicles
The car is being rebuilt as a battery that computes. The global EV market is forecast to reach ~$620 billion by 2030, while its most valuable component — the battery — compounds faster, climbing from ~$92 billion to ~$199 billion at a ~22% CAGR. We concentrate across the three layers where the value is migrating: battery technology, the software-defined manufacturing platform, and the automotive-AI and autonomy stack that turns the vehicle into a data centre on wheels.
Explore the EV strategyBehind every paragraph is the same discipline: data-led conviction over narrative, concentration over breadth, institutional custody and reporting, and active management rather than passive drift. Every figure here is sourced and verifiable — view our sources.
