Why Invest
The world is repricing. Capital is moving.
AI is accelerating change across every sector, but it doesn't replace the systems humanity depends on. That is where the next cycle of value is being created.
The shift
A structural rotation is underway.
For two and a half centuries, since the Industrial Revolution, the basic economic model has stayed roughly the same. Humans work, earn, spend, and that cycle drives growth. That assumption is now breaking down.
You do not have to believe the most aggressive AI timeline. Even the most moderate, conservative consensus points to the largest labour market shift since we moved into cities.
AI is commoditising the asset class venture capital was originally built for: software. The era of software eating the world is giving way to something more consequential.
And here is the part most capital is missing. When a disruption like this happens, the world does not need less of the basics. It needs more. The systems we depend on, food, energy, health, water, waste, face rising demand even as they grow more fragmented and underfunded.
These systems must be rebuilt. That is where value is moving.
MAD is built to invest in exactly that transition.
The problem with conventional capital
Most capital is looking in the wrong place.
For decades, capital has been concentrated in:
- Software and digital platforms
- Venture-backed tech
- Speculative growth assets
That model is rapidly breaking down. The companies that dominated the last cycle are reversing. Capital is rotating toward the sectors that produce what the world actually needs.
Between 2023–2024, the Magnificent Seven drove 156% returns while the remaining S&P 493 returned just 25%. In 2026, that is reversing: the Magnificent Seven is down 4.9%, while energy is up 23%, materials up 18%, and industrials up 14%. Source: YCharts (2023–24), Nasdaq.com (2026 data).
156%
Returns from the Magnificent Seven (2023–24)
25%
Returns from the remaining S&P 493 (2023–24)
−4.9%
Magnificent Seven performance in 2026 (to date)
+23%
Energy sector returns in 2026 (to date)
The opportunity
Where the value actually lands.
MAD focuses on businesses that use new science, engineering, and processes to produce what the world actually needs, enhanced by AI and robotics, not replaced by them.
Every company in the MAD portfolio sits within one of three categories:
01
Restoration
Repairing damaged systems. Soil regeneration, waste conversion, water systems.
02
Transition
Upgrading existing systems to more efficient models. Energy infrastructure, supply chains, manufacturing.
03
Transformation
New ways of producing what the world needs. Precision fermentation, new materials, clinical breakthroughs.
Why MAD
Built to invest in this transition.
MAD is not a thematic fund making speculative bets on trends. It is a capital platform built around a clear thesis: the companies rebuilding essential systems will create the most durable value of the next cycle.
The MAD platform is designed to find those companies, assess them rigorously through the Venture Compass framework, fund them with capital that is fit for purpose, and surround them with the operational support they need to scale.
This is not a trade. It is a structural position.
Position capital where the next cycle is moving.
MAD Fund 1 is the flagship deployment vehicle in Australia. The MAD Singapore Growth Fund is being developed as the global capital pathway. Eligible investors can request a private fund briefing.
Request Fund Briefing