Aerospace
Launch, propulsion, and orbital systems rebuilding how the world reaches and uses space.
Focus
Where we invest.
We invest across a small set of hard-technology sectors — the areas we research and target, and the thesis behind where we allocate.
Autonomy
The perception, control, and infrastructure layers that let machines operate in the physical world.
Artificial Intelligence
Foundation models and applied intelligence reshaping how work gets done.
Energy & Infrastructure
The physical backbone — power, materials, and networks — that hard technology runs on.
These are focus areas the firm pursues, not current or past investments. 2090 Capital does not present a portfolio of holdings on this website. Nothing here is an offer, solicitation, or recommendation with respect to any security.
02Thesis
Built for the long horizon.
We concentrate on a few sectors where technical depth compounds, and we underwrite the years between entry and exit rather than the two priced moments at either end.