01.A NOTE ON HOW WE INVEST
WE INVEST
IN WHAT
ENDURES.
And in what comes next.
From landmark names to overlooked industries, from the newest ideas to the oldest trades, we back what we would be glad to own for years to come.
02A FEW OF THE THINGS WE'VE BACKED (THERE ARE MORE)
Across operating businesses, growth, venture and the quieter industries that keep the world running. We hold no fixed lane, only conviction.
SpaceX
Turning space into an industry.
Radwa
Feeding the Kingdom.
Shield AI
Rebuilding defence from the software up.
Kapital
Banking the businesses others ignored.
Jet Aviation
Keeping the region moving.
Goat.com
Where culture becomes an asset.
Overrule
The tool we wished existed.
CIC Chemicals
The materials a nation builds with.
Blank Street
The daily ritual, reimagined.
Density
The engine behind frontier AI.
Top Blade
Where material science meets sport.
Apeel
Making fresh food last.
IIB
The protection behind enterprise.
Synerise
AI that understands behaviour.
Real estate development
Building where people live and work.
Lubrizol
Specialty chemistry, quietly essential.
03OUR MANIFESTO
CAPITAL CAN PRESERVE,
OR IT CAN CREATE.
We are here to create.
That is not an abstract preference. It shapes what we back, how we back it, and how long we stay.
We back people, not forecasts.
We build what outlives the deal.
We choose conviction over comfort.
We compound. We do not speculate.
Note to self
Build boldly. Hold patiently.
CASTERLY HOLDINGS · EST. 2024
04.REACH
NO FIXED LANE.
A LONG HORIZON.
We do not believe the next important business has to come from a field we already understand. New territory does not put us off; it draws us in.
01 Consumer
02 Fintech
03 AI / Deep Tech
04 Space
05 Defence
06 Food & Agriculture
07 Aviation
08 Industrials
09 Insurance
10 Commerce
11 Real Estate
12 Advanced Materials
13 And more
Where something can be improved, we find our way in.
05HOW WE PLAY
We build advantage through original insight, hands-on support and long-term ownership. Then we let it compound.
1. FIND
We look for what others overlook.
2. BUILD
We help build durable advantages, hands on.
3. COMPOUND
We support conviction today so value grows over time.
4. HOLD
We stay. The best returns come from patience.