We are investing in software, marketplaces, digital entertainment and fintech. Within these subsectors we select the themes we believe are the most interesting in terms of potential size and growth over the next 3-5 years.
From our years of experience and network of industry experts, we select the leading companies in each theme. Key is to understand which product the consumers/corporates prefer and why. We also like to test the product ourselves and talk to clients using the products.
We do not invest in companies losing market share or where competitors have a better product. If portfolio companies show signs of weakness in terms of customer offering, we are quick to exit the position.