We are excited to announce the formation of NZS Capital. We will be working with a select group of institutional clients to invest in the global technology sector with a special emphasis on our Complexity Investing and Non-Zero-Sum frameworks. We believe technology is creating a new digital operating system for the economy and humanity, and, consequently, should therefore be a structurally high exposure for investors relative to other sectors. Investors should not only be active in the tech sector, but it's increasingly detrimental to take a passive approach. The economy and the planet are going through an unprecedented, decades long period of change, and success will be marked by companies that create significant value, not just for investors, but for all possible constituents including employees, customers, society and the planet. It’s increasingly important for investors to align with companies and clients that appreciate the broadening obligations of fiduciary duty to include these constituents beyond shareholders alone. We will focus on building portfolios that express a combination of Resilience and Optionality to take advantage of the upside from innovation while managing the volatility of disruption. In the spirit of positive, Non-Zero-Sum outcomes, NZS Capital will strive to create value for our clients, employees, society, and the environment that far exceeds the value we create for our firm. We look forward to launching this year and partnering to achieve our client’s goals. For more information please contact us by email.

Brad Slingerlend

Brinton Johns