A small investment & venture firm
Conviction,
Conviction,
before consensus.
Public markets and early-stage bets, managed personally — kept small on purpose.
Why we exist
Opportunities look obvious later.
Opportunities look obvious later.
We look early.
How the portfolio is built
Conviction, spread wide.
Not one kind of bet — diversification is what lets conviction survive a bad year.
Public equities
Mispriced public stocks
Early-stage bets
Founders before consensus
Alternative holdings
Assets that don't fit a category
Optionality
Capital kept ready to move
How we think
Operating principles.
"
Early and wrong beats late and right.
— 9Capitals
"
Capital is a commodity. Conviction is not.
— 9Capitals
"
A good position survives a bad quarter.
— 9Capitals
"
We back the person, not just the deck.
— 9Capitals
Get in touch
Tell us where conviction is needed.
Raising early, or spotted something we should see? We want the first conversation.
hello@9capitals.com — we read every note ourselves.