Selected Portfolio

What conviction looks like in practice.

A representative sample of our active and exited positions. Many of our holdings remain undisclosed at the request of our partners.

Private Equity · 2022

Atlas Industrials

Control buyout of a regional industrial platform; 3 add-ons completed.

2.4x MOIC

Technology VC · 2023

Nuvora AI

Series A lead in enterprise AI orchestration platform.

Mark: 4.1x

Real Estate · 2021

DIFC Tower One

Core-plus office acquisition in Dubai's financial district.

Yield: 8.2%

PE — MENA · 2023

Levant Logistics

Growth equity in cross-border logistics operator across KSA & UAE.

Revenue 3x

Public Equities · Open

Compounders Fund

Concentrated long-only book of 18 global quality compounders.

IRR target: 15%

Technology Direct · 2024

Helix Bio

Pre-IPO position in computational biology platform.

Pending

Esports · 2023

Falcons Esports

Franchise stake plus IP partnership across two leagues.

Members 5x

Real Estate · 2022

Marrakesh Resort

Opportunistic acquisition and reposition of a hospitality asset.

Reopening 2026