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A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five. By Tejas Dessai
The Next Big Theme: June 2025
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water. By Ido Caspi
Monthly Covered Call Commentary: April 2025
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments. By Robert J. Scrudato
Three Themes Driving America’s Manufacturing Revival
Growing investments and policies targeted towards reshoring of manufacturing are likely to accelerate multiple structural shifts in the coming years. By Tejas Dessai
How Agentic AI Could Catalyze Cloud Computing
2025 is shaping up to be the year of agentic AI, which we believe can catalyze further cloud computing growth. By Ido Caspi