Our Investment Adventures: The Good, The Great, and The “What Were We Thinking?”

Here’s where we showcase our portfolio - the companies we’ve backed, built, and occasionally survived. Think of it as our investment autobiography, complete with plot twists, unexpected heroes, and the occasional disaster that makes for excellent dinner party stories.

Investment Philosophy Summary

Looking at our investments, you might notice a pattern: we tend to back things we can actually understand, work with people who answer their phones, and invest in problems that genuinely need solving.

It’s not the most sophisticated investment strategy, but it has the distinct advantage of working reasonably well while letting us sleep at night.

Most importantly, every investment teaches us something new - whether that’s cybersecurity, defence technology, sports facility management, or the art of identifying genuinely terrible ideas that might accidentally succeed.