Kotu - A Review of the Firm's Playbook

Kotu tends to be thesis driven, looking for investments that fit one or more makro trends. Unlike tiger, koto does not seem to want to index the private tax sector. It does seem to be pickier, though there's room deviation. Looking at cot's investments over the past few years, we see how the portfolio maps to these megatrends. And here is another slightly tricky image to represent verbally, but a essentially, its those different theses and the companies that fit them. So, for example, web three and crypto. In that under that skotu has invested in alchemy, fire blocks, dune, dapper labs, open