Our core beliefs
1
Blockchain technology is a transformative force, and investors need exposure to this secular disruption. Allocating capital today is akin to investing in the internet in the mid 1990s.
2
Liquid digital assets offer the most attractive exposure to blockchain technology, as the majority of the value will accrue to the protocol layer itself, which is investable and provides direct exposure to the growth of the industry, not just individual companies. The rapid pace of change within this ecosystem demands the ability to reallocate capital periodically.
3
A disciplined, fundamental investment process with a data-analytics overlay can generate significant alpha return in this inefficient market, making active management superior to a passive, buy and hold approach.
4
Investors should require a fund that effectively addresses the unique demands of this evolving asset class while upholding best practices of traditional funds including ecosystem navigation and expertise, custody, risk management, regulatory compliance and cybersecurity.
Our objective is to capitalize on the multi-year secular growth and transformative nature of blockchain technology and Web3.
