Technology 

At Defoes, our principal approach focuses on identifying and capitalizing on transformative technologies and essential infrastructure for the coming decades. We seek opportunities beyond conventional assets, targeting those with strong growth and long-term, inflation-linked value. This includes high-growth markets such as quantum computing, projected at $5.3 billion by 2029 (32.7% CAGR), and cybersecurity, expected to reach $1 trillion by 2035. We view these sectors as critical pillars of the future economy, providing clients access to solutions for complex challenges.

Our focus on modern society's physical and digital infrastructure underscores our commitment to innovation and long-term value. We prioritize durable assets such as hyperscale data centres, fibre networks, and advanced cybersecurity, which are central to the AI compute sector. We also have a strategic position in robotics, a market expected to exceed $178.7 billion by 2033 (16.35% CAGR), driven by automation and labour shortages. Through our Green Utilities theme, we engage with the utilities sector’s technological transformation, focusing on smart grid digitalisation, energy storage, and grid security to support the sustainable energy transition.

Beyond infrastructure and automation, Defoes invests in technologies reshaping commerce and security. We recognise blockchain's value, projected to reach $1.7 trillion by 2035, for its impact on digital ownership and collaboration. We are also active in defence technology and aerospace, markets expected to reach $676.64 billion and over a trillion, respectively, by the 2030s. By combining high-growth disruptive technology with durable assets, we curate opportunities aligned with future economic growth for you to consider.

Precision. Insight. Opportunity. We turn market complexity into clarity. Explore the markets confidently with Defoes.