Our articles
Reflecting on ourGrowth in 20242024
Our articles
growth202410 min read

Reflecting on our growth in 2024

In 2024, the Aiconic Partners Fund returned 79.29%, measured in euros and net of fees and expenses. We have never been more excited about the opportunities before us, and we believe we have the temperament to participate in the greatest techno-capital investment acceleration in human history.

Investing at the dawn of intelligent machines header background
EvolutionIntelligence4 min read

Investing at the dawn of intelligent machines

For millennia, the development of intelligence went at a glacial pace and was confined by the limitations of the human brain. Now we are witnessing a revolutionary shift in the landscape of intelligence.

Our never ending search for the
FoundersPlaceholder background assetVision
FoundersVision2 min read

Our never ending search for the founders vision

We believe that mission-driven leadership is well-positioned to attract talented people. The goal is to co-own iconic businesses to participate in the wealth these winning teams are generating.

Our visionOn Terminal ValueOur vision on terminal value article poster
Terminal valueVision4 min read

Our vision on terminal value

Terminal value is known to be the value of a business beyond the forecasted period when future cash flows can be estimated. This value represents a large portion of the total assessed value.

Insights worth sharing

Situational Awareness

Everyone is now talking about AI but only a few hundred people have situational awareness. Leopold Aschenbrenner is one of them.

The Psychology of Human Misjudgment

Charlie Munger’s The Psychology of Human Misjudgment is his magnum opus on why we behave as we do.

Patrick O'Shaughnessy in conversation with Gavin Baker

Gavin Baker, managing partner and CIO of Atreides Management, in conversation with Patrick O'Shaughnessy. An interesting talk about Gavin's coverage of Nvidia as an investor at the turn of the millennium, and all things AI and investing.