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Join the Future of Innovation
GenInnov provides a platform for investors seeking to be at the forefront of global innovation.
GenInnov invests in companies driving transformative change across multiple sectors and geographies. GenInnov is not your typical tech fund. We go beyond the hype, employing a research-driven approach that prioritizes material innovations with demonstrable profitability and global reach.
Humanity has unlocked the power to create intelligence, igniting an era of Generative Innovation, where machine intelligence amplifies human creativity across all domains.
Different Thinking
We identify inflection points early by following first-principles science, not financial headlines
Different Processes
Our process combines AI tooling with domain judgment and writing to refine conviction
Different Portfolio
Innovation is concentrated—so our portfolio looks nothing like traditional indexes
Different Performance
Our returns come from
differentiated inputs, not crowded trades
differentiated inputs, not crowded trades
Different Thinking
We identify inflection points early by following first-principles science, not financial headlines
Different Processes
Our process combines AI tooling with domain judgment and writing to refine conviction
Different Portfolio
Innovation is concentrated—so our portfolio looks nothing like traditional indexes
Different Performance
Our returns come from
differentiated inputs, not crowded trades
differentiated inputs, not crowded trades
GenInnov’s core is to
not be a Tech Fund
not be an AI Fund
not be a VC Fund
not be a US-only Fund
not be a Long-Short Fund
not be a Spray & Pray Fund
not be a Beta Fund
not be a Tech Fund
Finally, a fund that looks at
the whole world
Technology
Compute at the edge vs in clouds-substantial long-term implications for most of today’s high profile tech names.
Robotics
The next big theme? LLMs have brought forward the arrival of humanoids by years.
Consumer Electronics
For personalization hardware to change across the board, like in the 1990s and 2000s.
Biotech
Investing in a world where drug discovery is accelerated but with likely fall in success rates
Healthcare
Changing diagnostic practices has the potential to alter the competitive landscape.
Mobility
Observation-based learning accelerates the time to market. Regulations to play a key role in separating winners.
Clean Tech
Impact through developments in synthetic molecules.
Strong team of industry professionals driving critical functions
We think differently, and we write about it. These megatrends are uncovered through our ongoing research-led discovery process, mapping deep inflection points reshaping global industries
Competitive World
Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.
The Audacious American Edge: When Shares Become Currency
The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination
Competitive World
Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.
