As multi-cycle investors and operators, we recognize that the last three years were exceptional rather than typical. You may recall, many of those that invested in the downturn of 2008 were able to realize gains. During the last decades since then, valuations were high and capital were low-cost. Many today have not lived through difficult… Continue reading Macro trends (still) favor the enterprise technology sector
Tech First: The Future of Infrastructure
In today’s dynamic tech landscape, enterprise technology is not merely an industry to watch but also a rare opportunity for strategic investment. As we delve into the post-pandemic supply chain challenges, the surging corporate spend in tech, and the imminent wave of digitalization, we uncover not just challenges but a strategic roadmap to transformative opportunities.… Continue reading Tech First: The Future of Infrastructure
