1 Alignment by Construction
OX85 invests its own capital. We are not deploying another party's fund against another party's clock, and we do not need a term sheet to manufacture alignment. It exists by construction.
Conviction is expensive
only when it is yours.
only when it is yours.
2 Carrying the Position
When we take a position, we carry it. This is what we mean by a principal house.
Placeholder content. Replace the body of
content/research/04-principal-only-conviction.mdxwith the final draft.