Strategies
Our investment strategies operationalize verified intelligence in live market settings — uniting economic logic, formal reasoning, and empirical discipline.
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 a controlled experiment in verified economic behavior — where proofs constrain models, probabilistic calibration aligns forecasts, and market feedback refines the thesis.
We systematize short-horizon signals while preserving long-horizon coherence, leveraging our compute stack, curated datasets, and verification methods to tighten the loop between model intent and market reality.
Discipline compounds discovery; discovery hardens discipline.
For informational purposes only; not an offer to sell or a solicitation to buy any security. Investing involves risk, including possible loss of principal. Strategy availability may be subject to jurisdictional and regulatory considerations.