We identify proven companies in high-growth sectors, establish ownership, and apply our operating playbook to 10× scale and impact.
Five sectors anchor our portfolio. Each addresses a structural need in the Caribbean and emerging markets — and each rewards scale.
Vertically integrated modular home manufacturing — sustainably sourced, scaled through lean production, and built to meet the regional housing deficit head-on.
Building regional food security through smarter agriculture, processing, and distribution that reduce import dependence and lift local producers.
Resilient, technology-enabled logistics for critical infrastructure — from procurement and warehousing to last-mile delivery.
Expanding access to capital, payments, and credit — unlocking participation in the formal economy for businesses and households across the region.
Applying advanced manufacturing, automation, and AI to multiply output without multiplying labor — the core engine of our scale thesis.
We only pursue opportunities with a large TAM, low execution and capex risk, proven product-market fit, and a climate-positive trajectory.
Three stages, applied consistently across the portfolio.
DuraVilla is the regional market leader in manufacturing modular, affordable housing through a vertically integrated, environmentally friendly supply chain. After acquiring a majority stake in spring 2024, we executed against eight workstreams:
New ownership. Took a majority stake and reshaped governance.
Execution at scale. Streamlined production for profitability at scale.
New verticals. Vertically integrated construction into the business.
Synergies. Consolidated manufacturing for SG&A and labor leverage.
Automation. Automated production lines to multiply throughput.
Operational excellence. Brought in subject-matter experts.
Improved logistics. Procured equipment to enable efficient build-out.
Smart financing. Funded larger projects and bulk input deliveries.
The housing deficit alone — across the Caribbean, Latin America, and emerging markets — represents a multi-hundred-billion-dollar opportunity. Our model is purpose-built to capture it.
Annual housing deficit (units)
Estimated market size
Annual housing deficit (units)
Estimated market size
Annual housing deficit (units)
Estimated market size