Advantage

The advantage we bring to our clients is built by talented thinkers, backed by unparalleled resources, pursuing insights that others have missed.

• Talent

  Our team is cut from the best independent thinkers and analysts within the spheres of telecommunications and technology globally. We have reached beyond the investment community to find thought leaders from the fields of consulting, engineering, and policy to bring our clients real expertise.

• Resources

  Our business model allows us to invest more in people and in data than the firms we compete against. Our team is broad, with diverse expertise. We partner with outside experts when needed, to ensure that our clients receive the very best advice. We build proprietary data sets when the information we need does not exist.

• Focus

  We concentrate our resources on a small number of issues where we feel we have differentiated insights and where the outcome of those insights matters to our clients. We believe our work is only truly valuable when it uncovers insights that others have missed. We pursue uncommon insights relentlessly.

• Partnership

  We believe the power of intellectual capital multiplies when bright minds from different but related fields collaborate to solve problems and generate insights. As partners, we anticipate the flow of technology trends and investment themes from the markets where they first emerge to other markets globally, and we anticipate how these themes and trends will ripple out from one sector to the next.