Valo's technology strategies concentrate capital in businesses and infrastructure that sit behind long-run digital transformation: cloud and compute infrastructure, artificial intelligence, cybersecurity, semiconductors, and enterprise software.
Mandates are constructed with clear sector and stage boundaries, combining listed technology equities with selective private-market participation where our network provides differentiated access.
Risk is managed through position sizing, valuation discipline, and continuous monitoring of the concentration that concentrated technology exposure inherently carries.
For qualifying investors
Strategy documentation, sector allocation, and current terms are shared directly with qualifying investors on request.
Request Investor AccessAt a Glance
- Public and private technology exposure within a single mandate
- Thematic focus on AI infrastructure, cybersecurity, and semiconductors
- Position and concentration limits set out at the strategy level