Concentrated conviction investing.
Every potential investment undergoes rigorous scientific, commercial, and financial diligence. We seek companies where strong science meets robust execution and large addressable markets.
Our philosophy.
We practice concentrated conviction investing — a small number of deeply researched, well-resourced positions over a sprawling index. Every cheque is a multi-year commitment to a founder team we believe in.
Our approach.
- — Thesis-driven origination
- — Multi-stage, multi-continent diligence
- — Post-investment value creation framework
- — Clear path to liquidity via IPOs, strategic sales, or cross-border exits
Field notes from the frontier.
Why India, why now: the inflection in healthcare capital.
Why a confluence of clinical talent, regulatory maturation, and patient-payer scale is producing a generation of globally relevant healthcare companies out of India.
AI biotech: separating signal from synthetic noise.
Most AI biotech pitches collapse under one question. The companies that survive share four structural traits we underwrite for.
LP letter, 2026: dry powder, discipline, and the long arc.
Where US$320 million of remaining commitments will and won't be deployed across the back half of Fund III.