May 2020 Boohoo In celebration of our fourth anniversary, this month we present our investment in Boohoo, a position we have held almost since inception. Founded in 2006, Boohoo is an online fashion retailer focused on young customers. It has designed an innovative model that we believe is best-in-class, leveraging the three major innovations in […]

Changing World: Mom & Pop Online

May 24, 2020 The ongoing pandemic is challenging business owners worldwide, particularly small and medium business owners (so-called Mom & Pop). Large businesses, particularly tech-enabled ones have adjusted well and some have even benefitted from the pandemic. It is tempting to put forward the thesis that the pandemic will lead to the inexorable march towards […]