SuperReturn Strategic Technology
With portfolio allocation strategies work best for dual-use technology investments? How should investors quantify the value of defense optionality in commercial technology companies?
How are LPs approaching the growing concentration of capital into specific tech sectors?
How are managers moving beyond general AI hype to identify structural advantages in sectors that underpin the wider economy?
How are firms defining the investable universe at the intersection of cybersecurity and digital infrastructure? How do you size the total addressable market for different cybersecurity segments, and what are the growth rates?
Where are the most compelling risk-adjusted returns among the areas of energy-related investing, such as infrastructure hardening, distributed generation, energy storage, or grid management software
End of the SuperReturn Tech Sovereignty