Six strategies.
One conviction.

Every layer of the AI economy — from agents to silicon to power.

Private equity for businesses rebuilt around autonomous AI agents.

AI use cases that transform every domain — from healthcare to finance to industry.

GPU compute, data centres, networking and the electronics that power AI.

The silicon foundation of the AI economy — design, manufacturing and supply chain.

Disciplined exposure to the next computing paradigm.

Clean firm energy and nuclear power for the compute economy.

Across the Capital Structure

Flexible capital for
every stage of growth.

Control and significant-minority equity in platforms and operating companies.

Long-duration ownership of contracted and regulated real assets.

Senior, structured and transition-linked financing solutions.

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