Investments

Highly asymmetric reward from under-appreciated opportunities.

Private Capital

Partnering with exceptional operators at any stage.

We invest across stages, in partnership with management teams to create businesses with enduring value. The ideal opportunity addresses a compelling market with undeveloped potential — often due to lack of growth capital or operational challenges. We have been the first or only investor in numerous companies and strategically partner with venture capital and private equity firms.

Public Markets

High-conviction positions grounded in in-depth analysis.

Our public portfolio reflects high-conviction positions based on our own deep analysis. While focused on long-term value and growth investments, we maintain flexibility to opportunistically respond to special situations and identified market inefficiencies. We also strategically partner with relevant hedge funds.

Real Estate

Strong risk-adjusted returns over long duration holding periods.

We invest in residential, hospitality, office, retail, mixed-use, land, and industrial properties throughout the United States — with a concentration in secondary markets. We generate returns through timely acquisitions, development and re-development, value-add strategies, and disciplined management.

Representative Portfolio

Our investments.

Across private capital, public markets, and real estate — representative current and realized investments. Click any name to learn more.

Filter
Accomplice
Private CapitalVenture
Ampler
Private CapitalRestaurants
AngelList
Private CapitalPlatforms
Atlas Venture
Private CapitalLife Sciences
Aurenity
Private CapitalInsurance
Carbon Black
Private CapitalRealized
CoinList
Private CapitalCrypto
DataXu
Private CapitalRealized
DraftKings
Private CapitalPublic
FreshBooks
Private CapitalSaaS
Hopper
Private CapitalTravel
Maple Park Capital
Private CapitalExperiential
Omaha National
Private CapitalInsurance
Potbelly
Private CapitalRealized
RA Capital
Private CapitalHealthcare
RedBird Capital Partners
Private CapitalGrowth
Shameless Pets
Private CapitalConsumer
Skillz
Private CapitalPublic
SpaceX
Private CapitalAerospace
Tricoci Salon & Spa
Private CapitalConsumer
Universal Services
Private CapitalServices
Veracode
Private CapitalRealized
Virtus
Private CapitalInsurance
Agman Capital
Public MarketsFund
Y3Partners
Public MarketsLong/Short
Aparium Hotel Group
Real EstateHospitality
Crossroads Hotel
Real EstateHospitality
Hotel Heron
Real EstateHospitality
The Hewing Hotel
Real EstateHospitality
Metonic
Real EstatePlatform
OMNE Partners
Real EstateCommercial
Seldin Company
Real EstateMultifamily
Chicago Athletic Association
Real EstateHospitality
Detroit Foundation Hotel
Real EstateHospitality
Tuscany Apartments
Real EstateMultifamily
West Glen Town Center
Real EstateRealized