Vertical 04
Technology & Emerging Systems
Robotics, automation, advanced machinery, digital infrastructure, new materials, gaming technology and systems that resist easy categorisation.
Investment thesis
Why the group is here
This vertical exists to hold the technically distinctive. Where an opportunity is compelling but does not sit cleanly within capital, maritime or aerospace, it is assessed here.
The group is comfortable with unusual systems. Several current interests were first described internally as 'difficult to explain', which the committee treats as a neutral indicator.
Gaming technology is included deliberately. The group regards competitive performance as a legitimate, if imperfect, proxy for decision-making under pressure.
- Categorisation
- Broad
- Technical review
- Ongoing
- Internal performance data
- Retained
Focus areas
Where activity concentrates
Robotics & automation
Systems that reduce the number of people required to move a heavy object safely.
Digital infrastructure
Compute, connectivity and the physical estate underneath both.
Materials & advanced machinery
Componentry, alloys and machinery with long qualification cycles and durable positions.
Gaming technology
Platforms, hardware and competitive infrastructure. Internal performance data is retained.
The vertical of record for anything difficult to explain.
Related programmes
Interests recorded under this vertical
- In development
Unusual Systems Assessment
Standing assessment of technically distinctive opportunities that do not sit within an existing vertical.
Opportunities in this vertical are reviewed continuously.
Enquiries are welcome, including those the group has not asked for.