We invest with high conviction & deep insight to grow your wealth.
We aim to achieve superior returns by being long-term owners of high quality tech companies with substantial moats, great growth potential, and run by trust-worthy people.
Our investment philosophy
We run a single-strategy, high-conviction, high-risk portfolio grounded in structural insight, primarily in technology and AI. Our approach is clean and focused: no leverage, no shorting, no derivatives. Just concentrated ownership in companies we understand.
Our edge is discipline and insight. Like maneuver warfare, we exploit asymmetry by ignoring noise, concentrating where we have an advantage, and striking decisively when the conditions align.
We believe superior investing isn’t about trading or timing, it’s about temperament, patience, and the willingness to act only when conviction meets clarity.
Our deep experience with AI gives us insight into where the industry is going. We invest where traditional value investors hesitate, not recklessly, but early and intelligently to capture long-term alpha others miss.
Our investment principles
Honesty
We tell the truth to the best of our knowledge. We'll tell what we know & what we don’t know.
Simplicity
One fund, one focus, zero complexity. No leverage, no derivatives, no shorting.
Alignment
We don't invest in anything we wouldn't own ourselves. We win together.
Conviction
We maintain concentrated ownership to back our best ideas with meaningful risk capital.
Insight
Our edge comes from deep, structural understanding, not headlines or consensus.
Discipline
We invest with a multi-year view and accept volatility as the price of superior returns.
Frequently asked questions
What makes your investment approach different?
We run a focused, high-conviction portfolio backed by deep research in tech and AI. We don’t chase trends. We wait for asymmetric opportunities where we believe the odds are stacked in our favor.
What kind of investments do you make?
We invest primarily in U.S. public companies in technology and AI with strong moats and proven leadership. Our deep tech expertise helps us spot opportunities earlier than most traditional value investors, allowing us to place high-conviction bets before the crowd.
Are you a fiduciary?
Yes. As a Registered Investment Adviser (RIA), we are legally obligated to act in your best interest at all times.
How do you charge for investment management?
We charge a simple, transparent fee: a flat percentage of assets under management (AUM) that aligns our interests. No commissions, no hidden costs.
What is your minimum investment?
There is no minimum for veterans. For non-veterans our minimum is $250,000.
Can I see my performance and portfolio anytime?
Yes. You’ll have 24/7 access to your dashboard to track performance and holdings.
Do you customize portfolios for each client?
No, every client is invested in the same high-conviction strategy focused on our best growth opportunities. That’s why it’s important to make sure our approach aligns with your goals and risk tolerance upfront. Portfolios may vary slightly due to timing or tax considerations, but the core strategy stays the same and everyone gets our best.
What kind of returns should I expect?
We aim to deliver long-term, market-beating returns but there are no guarantees. Past performance doesn’t predict future results. That said, we started this firm because we’ve consistently achieved the kind of results we believe more investors deserve. Our goal is to keep doing exactly that.
What happens if the market drops?
Volatility (market drops) is a normal part of investing. We expect it. Our strategy is built on patience and resilience, not reaction. We invest with a multi-year view and make decisions based on fundamentals, not fear. Volatility is the price of superior returns, and selling in panic is one of the fastest ways to lose money. That’s exactly what we help you avoid.
How is your investment arm structured?
Investments are managed by our dedicated investment arm, Afterburner Capital, LLC, a wholly owned subsidiary of Afterburner, LLC. This structure ensures full focus on client portfolios while meeting the regulatory requirements of a Registered Investment Advisor (RIA) in the United States. Operating as a separate legal entity allows us to clearly address the compliance and fiduciary obligations that protect our clients.
Interested in investing with us? Let's Talk.
Get in touch to see if we're a good fit and align with your investment goals and risk tolerance.
