GenInnov Global Innovation Fund

A global, long-only & thematically diverse innovation fund investing in 30-40 companies that are poised to win with the exploding pace of innovation in the GenAI era

FUND DETAILS

Fund Structure

To know more about our portfolio please visit this page.

Portfolio

Global Innovation Megatrends

We think differently, and we write about it. These megatrends are uncovered through our ongoing research-led discovery process, mapping deep inflection points reshaping global industries

Unstructured Times

It’s Not You, It’s Us.

A Year-End Note on Why We Write

Nilesh Jasani

December 19, 2025

Competitive World

Examining the race for dominance in a world reshaped by accelerating intelligence and innovation.

The Most Consequential Business Decision of 2025

Mid-2025 memory makers' capacity decision may prove the most consequential tech move of the year, with implications extending far into 2026

Nilesh Jasani

December 12, 2025

Large, Long-term Innovations

The Collapse of 'Cannot': When Models Break Intuitions

From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

Nilesh Jasani

December 6, 2025