We focus on high-growth opportunities in transformative technology subsectors, including Generative AI, Co-Packaged Optics, Datacenter Infrastructure, Robotics, and Autonomy. By blending hands-on experience in technology startups with seasoned expertise from Wall Street, we have built a balanced, insightful, and entrepreneurial investment platform designed to identify and capitalize on industry-defining innovations.
Since 2012, Boardman Bay has pursued transformative opportunities in public equities through the flagship Digital Transformation Fund, a long/short strategy focused on the evolving technology landscape. In 2017, Boardman Bay sharpened its focus on hard technology infrastructure with the launch of the concentrated long-only Optical Opportunities Fund.
The Optical Opportunities Fund targets critical technologies that form the backbone of modern AI and digital transformation, including semiconductors, high-speed connectivity, networking, and hardware innovations. These areas are vital to enabling next-generation computing power and scalability, positioning the fund at the forefront of the AI-driven technological revolution.
The overall approach is underpinned by a deep fundamental research process, access to proprietary networks cultivated over decades, and a profound understanding of core technologies. These strengths enable Boardman Bay to uncover unique investment opportunities and deliver substantial, uncorrelated returns for investors.
PUBLIC EQUITY
VENTURE CAPITAL
Since 2015, Boardman Bay has invested in leading-edge technology companies at critical growth inflection points, with a particular focus on “hard technology” across semiconductors, silicon photonics, AI infrastructure, optical and photonic systems, advanced hardware, autonomy, robotics, and defense-related technologies.
Building on a decade of direct investments and venture partnerships—including four successful exits in Elenion, Grab, Credo, and Groq—the Boardman Bay Private Opportunities Fund provides a dedicated platform to invest in private companies developing foundational technologies during periods of structural change and market dislocation.
The strategy is designed to capitalize on complexity, long development cycles, and capital intensity—areas where deep technical insight and disciplined underwriting can drive durable, asymmetric returns.
Private Investments
*Exit via IPO
*Acquired by Nokia
*Exit via IPO
*Acquired by NVIDIA
