Seeks long-term growth of capital by investing in companies the Adviser identifies with disruptive innovation, across six themes: genomics, automation, energy transformation, artificial intelligence, next generation internet and fintech. Expects 20% to 90% of assets in private companies from early to late stage, with the balance in public securities, and may keep holding companies after they go public. Selection pairs top-down thematic sizing with bottom-up valuation work. Concentrates in technology industry groups by fundamental policy and may hold limited indirect digital asset exposure.