Long-term positions in the companies building the AI era.
We set aside 30% of all income and place it into a long-horizon investment account focused on the businesses building artificial intelligence — patient capital held through to around 2028 and beyond.
Rather than chasing single names or short-term momentum, we spread across the whole stack that powers AI from the ground up: the chips and semiconductors, the data centres and cloud infrastructure, the models and the compute, and the software and tools built on top.
Every layer feeds the next. Owning a basket across the stack means we capture the growth wherever it lands — whether the next decade rewards the hardware, the infrastructure, or the applications.
We add steadily and deliberately, averaging in over time rather than trying to time the perfect entry. The position is sized to be held through volatility, not traded around it.
Outlook: the build-out of AI is a multi-year, possibly multi-decade shift. We want to own the foundations early, keep adding through every cycle, and hold while the sector compounds.