Sectors
Energy & Real Assets.
Energy transition, infrastructure, and real estate — including the tokenized form of each. Real assets are where the tokenization thesis lands hardest: instruments that carry title, yield, and transfer restrictions natively, distributed to holders no conventional wrapper could reach.
The firm's earliest large-scale proof was virtual real estate; the discipline learned there — that an asset class needs institutional operators before institutional capital — applies to the physical kind.
Disclosed positions in this sector
Private Equity
Metaverse Group — Digital real estate and virtual world asset management.
Private Equity
Estatex — Real estate investment platform bringing fractional ownership and liquidity to real-world assets.