At the
Edge of
Innovation
Proprietary AI + expert human analysis
applied to global equity markets, with a focus on
companies positioned for long-term growth.
Risk warning: Capital at risk. You may get back less than you invest.
The Challenge:
Finding
Growth in a
Vast Market
Risk warning: Capital at risk. You may get back less than you invest.
THE GOAL
Identify companies our research process considers well positioned for long-term growth. Returns are not guaranteed and capital is at risk.
THE UNIVERSE
Reviewing 8,000+ public companies worldwide and narrowing the universe to a concentrated, actively managed portfolio.
OUR APPROACH
Combining Artificial Intelligence with specialized human analysis to inform investment decisions.
Risk warning: Capital at risk. You may get back less than you invest.
Our Proprietary
Investment Funnel
We transform a vast universe into
a concentrated portfolio of
high-conviction opportunities.
Portfolio by
Growth
Themes
Our portfolio is strategically diversified across five high-growth
themes, driving future innovation and exponential return.
AI & Software
Advanced software development, computer vision, and applied AI. Companies like MongoDB, Ambarella, Mobileye, and SentinelOne.
Clean Energy & Batteries
Energy storage, renewable generation, and sustainable infrastructure. Including QuantumScape, Solid Power, Bloom Energy, and Fluence Energy.
Aerial Mobility & Drones
Pioneers in eVTOL aircraft and
autonomous drones for transport.
Such as Archer Aviation, EHang, and Joby Aviation.
Biotech & Healthcare
Disruptive therapies, genomics, personalized medicine, and digital wellness. Including Viking Therapeutics, Ginkgo Bioworks, and Hims & Hers.
Quantum Technology
Leaders in quantum computing and specialized hardware development. Companies like IonQ, Quantum Computing, and Rigetti Computing.
Our Approach
Our investment process combines broad market
coverage, AI-assisted screening and human research.
BROAD MARKET COVERAGE
Our screening process reviews more than 8,000 public companies globally, broadening the set of opportunities considered.
STRUCTURED SCORING PROCESS
A multi-dimensional scoring framework helps us evaluate companies on financial, competitive and qualitative criteria in a consistent way.
AI-ASSISTED ANALYSIS
Our AI tools help our research team review financial metrics, market trends, competitive positioning and leadership across a large universe of companies.
LONG-TERM GROWTH FOCUS
The strategy seeks companies positioned for long-term growth. Returns are not guaranteed, will vary over time, and capital is at risk.
AI + HUMAN ANALYSIS
AI assists with filtering and prioritization; portfolio decisions are made by our investment team, who consider the limitations of algorithmic outputs.
STRUCTURED SELECTION PROCESS
A multi-stage research process narrows a broad universe into a concentrated, actively managed portfolio of holdings.
An Actively
Managed
Equity
Strategy
ANDO is an actively managed equity portfolio focused on companies our research process identifies as having long-term growth potential. Like any equity investment, returns will fluctuate with market conditions and there is no guarantee of any particular outcome.
Equity investments can fall as well as rise in value. You may receive back less than you invest, and you should only invest money you can afford to lose. Past performance is not a reliable indicator of future results.
Risk warning: Capital at risk. You may get back less than you invest.