"In business, I look for economic castles protected by unbreachable 'moats'" - Warrent Buffet
While Kepis & Pobe has to-date targeted investments in the resource sector, K&P believes strongly in the importance and impact of disruptive technologies in the marketplace. K&P is currently exploring potential investments in the world of technical innovation that impact any number of industry verticals with one of the elements being a demonstrated barrier to entry and combined with a solution to a significant problem in the marketplace.
K&P seeks to invest in specific projects that offer some form of novel application of technology that solves a significant problem faced by a large enough segment of the population to support economic scale. More specifically, K&P is currently examining investment projects employing disruptive and protected technology in the following areas:
- Search, E-Commerce, and Social Media
- Data Center, Cloud & Enterprise Computing
- Telecom & Media Content Provision
- Consumer Electronics
- Components, Semiconductors & Equipment
- New Expansion Markets
K&P maintains close ties to an informal network of individuals and organizations which provide unrivalled access to global innovation knowledge. Armed with this knowledge, K&P looks to take minority and passive stakes in entities that are focussed on commercializing and monetizing the application of disruptive technologies in various industries.