THE LONG FOCUS
We believe in the long term value of investing in the commercial and cultural exchange between the US and China. As a bridge for entrepreneurs, funding and wisdom, Long capitalizes on shared learnings between these two critical ecosystems.
We invest in disruptive replacement technology across consumer, fintech and enterprise—and look to capture value through the reciprocal growth trends in these markets.
With an approach informed by decades of experience in the region, we target technologies driving massive consumption growth and industry upgrades— especially those that benefit from US tech exports.
Innovation is now a global phenomenon. While emerging ecosystems develop in size and importance, the US and China will continue to lead as bellwethers of disruption, scale, know-how.
Technology, Replacement & Scale
The rapid emergence of technology companies as global business leaders signals a new status quo. We expect to see faster cycles both scale and replacement, creating multiple opportunities for well positioned capital.
The Coming A.I. Revolution
The next wave of global growth will be driven by intelligent software. The US and China are leaders in AI research and application - and the nexus of ideas and capital driving growth across enterprise, consumer, and fintech.