SoundView TechFund
Emerging echnology Investing Beyond the Quarter
The SoundView TechFund is a research-driven investment vehicle focused on emerging technology with an investment horizon of one to three years.
The fund actually combines research & advisory work with direct investing in situations where our research suggest a potential for high returns. These investments entail a high degree of risk, a great deal of work and lots of patience.
We’re living in extraordinary times with respect to science, technology and innovation. Combined with great management teams and business models these advances are disrupting large industries and offering some strong returns on invested capital.
Investment themes follow our research direction which includes software, nanotechnology, digital entertainment and other situations where emerging technologies are reaching the point of commercial growth, often with a good dose of disruption along the way.
For more details about investing and to join our free update list please visit the investing page.
A play on software-based carrier networks
It’s a long story but carriers are shifting from using dedicated hardware boxes for network functions to software running on general purpose hardware. The trend has been in place since the debut of the internet and the http protocol. Networks are big and ugly though so they take time to change. When they are mission-critical […]
Years ago James Grant of the Interest Rate Observer astutely pointed out how how deep and complex the JP Morgan “book” had become thanks to their leading position in derivatives. His account of just the main contours of their positions and operations was mind numbing. The nuances and “emergent factors” of these myriad positions are simply […]
Tesla – Range Anxiety is a Mirage
We are happy owners of Tesla TSLA in our fund and have documented our core rationale here: Tesla sits at a great intersection. One pesky objection has been “range anxiety” which it is suggested will prevent broad adoption of the technology. We haven’t dealt with it head-on since we didn’t think we had much to […]
Accelerate Diagnostics AXDX
Accelerate Diagnostics (AXDX) is a good example of a new technology that had a market valuation that was too high given their current stage of development. They target a large potential market. Infections are a huge problem in healthcare but figuring out what the infection is and how to treat it takes far too long; […]