Insights
Perspectives on long-term capital.
An investment journal of market analysis, sector views and founder notes. We write to think clearly, and to share the convictions that shape how we deploy capital across cycles.
Why we build for permanence
The conventional private equity model of buy, optimize and exit within five years has produced real returns. It also puts a clock on businesses that often need a decade to reach their potential. We explain why Velaris chooses patient capital.
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The infrastructure dividend of the AI era
As artificial intelligence moves into production, value is migrating from applications to the layers beneath them: compute, data tooling, security and observability. We examine where durable economics are forming.
Consolidating scientific instrumentation
Our acquisition of Markes International, now Velaris, reflects a thesis on the analytical instrumentation market: fragmented, technically demanding and ready for a platform that unites complementary technologies.
Trophy real estate in a higher-rate world
Prime, scarce assets in supply-constrained locations behave differently from the broader property market. We discuss how our €312M portfolio is positioned for resilience across cycles.
Underwriting software in an efficient-growth market
The bar for software investing has risen. We look at the metrics that separate durable businesses from those that simply grew quickly, and how we apply them across our €127M technology portfolio.
Impact you can measure
From clean-water wells in Togo to education and community programmes, the Velaris Foundation reports on outcomes, not intentions. We share how we measure the work and why it matters.
Real assets and the case for patience
Tangible assets reward owners who can hold through cycles. We set out the logic behind our long-term approach to alpine, Mediterranean and urban property.
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Occasional notes on long-term capital, technology and real assets. No noise, sent only when we have something worth saying.