Strategies
Our investment strategies demonstrate how verified intelligence performs in real financial environments — bridging formal reasoning with empirical markets.
We invest in foundational technology that makes verified intelligence possible.
Focus Areas
- AI infrastructure
- Distributed systems
- Data centers
- Semiconductors
- Software verification
- Intelligent SaaS
Portfolio Highlight
Infinity Archive
Advancing formal verification and mathematical reasoning for AI and finance.
Investment Philosophy
Classical Value Investing
- • Seek intrinsic worth beyond price
- • Margin of safety through fundamentals
- • Patience & discipline of compounding
Verified AI Investing
- • Seek verified reasoning beyond prediction
- • Margin of safety through mathematical invariants
- • Continuous proof & reproducibility
We are long-term value investors in intelligence itself — allocating capital to systems whose truth can be demonstrated, not merely hypothesized.
Discipline Feeds Discovery
Each strategy is an experiment in verified economic behavior: where proof, probabilistic calibration, and economic intuition meet.
We continuously capture short-term systematic discipline, leveraging the compute infrastructure, datasets, and verified methods we build and invest in.
Discipline feeds discovery; discovery compounds discipline.