Autopilot

I manage two investment strategies on the Autopilot infrastructure and platform.

Quality Compounders:

A portfolio focused on high quality, systemically important businesses with durable moats and strong capital allocation. The strategy involves deep research and analysis to enable a concentrated portfolio of high conviction holdings. The aim of which is to hold for the long term, allowing time and compounding to do the heavy lifting.

AI Infrastructure Portfolio:

A portfolio focused on the infrastructure layer of AI, including compute, water and cooling, data centres, and software platforms that underpin the ecosystem.