Portfolio & Stewardship
Our mission is to prudently navigate capital through digital complexity—anchored in discretion, data minimalism, and security-first governance. We build for the long term: fundamentals over hype, resilience over noise.
Focus Domain
Cybersecurity & cryptography
Our largest holdings lie in the fundamental building blocks of a privacy-first economy. From zero-trust architectures to cryptography and encryption that enable trust, integrity, and resilience.
Focus Domain
ICT buy-and-build (MSP/MSSP)
We build scale through consolidation of the MSP and MSSP market under the Envicom umbrella. We combine operational discipline with a security-led model: clear processes, repeatable baselines, and demonstrable continuity.
Focus Domain
Resilient Assets (real estate & real assets)
We build sustainable value through buy-and-hold positions in real estate and real assets. Conservative risk management, tight governance, and long-term stewardship are central—with a focus on continuity over speed.
Selective overview
Due to the nature of our activities and the privacy needs of our partners, details regarding specific entities are shared exclusively under NDA.
This overview is indicative and not exhaustive. We do not publish a full list of holdings.
Active Stewardship
For us, Active Stewardship means taking full responsibility for the long-term mission of a company. We are not passive owners; we are stewards who anchor governance, security, and integrity—ensuring value is not just created, but endures.