Ahead of peak acceleration.
DDX Capital is a global investment firm that uses primary research to identify technology-led structural shifts and invest in the businesses responsible for driving those changes. The firm invests across public and private markets, partnering selectively with private companies while managing a concentrated long/short equity portfolio. The firm's limited partners include individuals, institutions, and family offices.
Long/short equity. Each position is the cleanest expression of one inflection. The portfolio maximizes convexity in individual positions while prioritizing orthogonality across the book.
Similar thematic inflections, earlier in the curve. DDX partners opportunistically with seed through Series B companies that complement the public strategy — applying the same top-down thematic research to help founders invent new curves.
