The AI investment opportunity is just getting started
Software is so entrenched within our lives that it now permeates every part of our society, forming a layer that spans all industries and punishes those who do not embrace it. Within our ever expanding society software allows for the optimisation of resources and human capital, reducing our need for consumption and preserving the planet.
GP Bullhound Fund VI represents a uniquely timed opportunity to invest in software’s structural tailwinds by backing winning entrepreneurs. GP Bullhound is a unique thematic manager that also adds value to its investments, using GP Bullhound Corporate Finance to source deals and drive returns through M&A and advisory.
Themes
We invest in disruptive technologies across four pillars
PLANET
Energy, resource efficiency, emission reduction, bio-diversity
It is estimated to require $48trn investments over the next 20 years to limit the global average temperature to rise to 1.5°C
HEALTH
Fitness, mindfulness, diagnosis, healthcare digitalization
Unique dataset brought to life with AI will keep improving quality of life and longevity.
PRODUCTION
Automation, predictive analytics, optimisation, content generation
AI revolution is spreading across all companies and sectors.
Those who are not harnessing it will be left behind.
ENTERTAINMENT
Life, leisure, creativity, connections
Technology will continue to revolutionise creation, distribution, education and consumption of creative and entertaining content.
Principles
TIMING IS KEY
We invest in category leaders just as they lift their heads from the pack
Backing global category winners
We find the winners that users love with large and growing TAM. Winner takes all or most in tech.
Targeting consistent 3-5x returns
Solid, consistent returns compound to tremendous value creation over time. Achieved with downside protection to avoid default on any single investment.
Leveraging all of GP Bullhound
Data and insights from our entire organization means we find the winners. Two decades at the ecosystems’ centre gives us the required relationships.
Portfolio companies
Our team of experts
Investment Committee
Investment team
Geo and Sector Heads
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