Boardman Bay Capital Management (BBCM) is a public and private equity investment manager that was established in July 2012 by a team of seasoned professionals from Silicon Valley and Wall Street. With its headquarters located at 1120 Avenue of the Americas, 4th Floor, New York, NY 10036, US, the company operates in the investment management industry and specializes in managing funds and investments in the global technology sectors.
The flagship fund of Boardman Bay is the Digital Transformation Fund, which focuses on the ever-evolving landscape of technology brought about by digital transformation and the post-COVID world. This fund implements an intensive research process that aims to identify secular and dislocating themes across related sectors. Boardman Bay believes in the potential of rapidly advancing technologies and how these can significantly impact businesses and economies globally.
In addition to the Digital Transformation Fund, Boardman Bay also invests through targeted "Opportunity Funds," which are particularly concentrated, best-idea portfolios centered around an area of deep expertise. One such Opportunity Fund is the Optical Opportunity Fund, which targets the optical subsectors, encompassing much of the infrastructure required for advanced data center build-outs, 5G, and artificial intelligence. The optical industry is currently undergoing a transformational structural change due to consolidation and the advent of silicon photonics, leading to intense collisions with the semiconductor sector.
Boardman Bay also invests directly in leading private companies through both wholly-owned special purpose vehicles (SPVs) and the Digital Transformation Fund. Some notable investments made by the company include Grab, Groq, Elenion, and many others.
For more information about Boardman Bay Capital Management and its investment strategies, you can visit their website at http://www.boardmanbay.com or reach out to them via email at ir@boardmanbay.com. As a company founded by industry veterans and focused on the fast-paced world of technology, Boardman Bay Capital Management is dedicated to identifying and capitalizing on the most lucrative opportunities in the ever-changing global technology landscape.