The global investment landscape is entering a phase of profound realignment. Macroeconomic volatility, rising interest rates, technological disruption, and geopolitical fragmentation are reshaping how capital flows, and what it should seek.
At DWM Investment, we see this moment not as a challenge, but as an inflection point, one that rewards discipline, sectoral clarity, and long-term thinking. For investors who can look beyond noise and position themselves with patient capital, the next decade offers the opportunity to help build enduring businesses in sectors that matter.
The Return of Strategic Capital
In the years following the global pandemic and amid recent geopolitical flashpoints, capital markets have recalibrated. The era of easy money, sky-high valuations, and growth-at-any-cost investing has given way to a renewed emphasis on fundamentals: profitability, defensibility, and long-term value creation. But markets remain fragmented. Asset price volatility, regional decoupling, and unpredictable monetary policy have created pockets of dislocation. These conditions demand not just capital, but clarity.
At DWM, we approach this with a high-conviction investment mindset. That means:
- Doubling down on sectors with long-term global relevance, not fleeting trends
- Partnering with operators building moats, not chasing scale for its own sake
- Supporting transformative turnarounds and strategic pivots, not just growth at entry
- Using our strategy incubator, the Lab, to test and validate ideas before scaling
A Firm Built for Volatility
DWM was built to operate in uncertain environments. Our founder, David Abikzir, has spent two decades deploying capital across cycles and geographies, from early-stage deep tech in Europe to billion-dollar platforms in India.
At Jupiter Capital, he led the investment in and turnaround of Axiscades Technologies, transforming it into a leader in aerospace and defense engineering. That experience reinforced a principle we hold core at DWM: the best investments are often found in complexity, not consensus.
We bring that same mindset to our new platform. Our independence gives us agility. Our network gives us access. And our internal discipline, from thesis formation to incubation and execution, ensures we don’t move unless the long-term upside is clear.
Themes That Will Define the Next Decade
DWM’s investment focus centers on four core themes where we believe private capital will play a defining role:
- Deep Tech: From quantum and AI to secure communications and automation, frontier technologies will be shaped by private capital before public markets understand them.
- Aerospace & Defense: National security, sovereign capability, and resilient supply chains are now core investment themes, not policy footnotes.
- Healthcare: As global populations age and innovation cycles compress, capital will be required to scale transformative models in biotech, diagnostics, and digital health.
- Consumer Innovation: Platform shifts, especially in trust, privacy, and distribution, are resetting what growth looks like in consumer businesses across emerging markets.
Each of these sectors is capital-intensive, high-barrier, and often misunderstood. They are exactly where patient capital and strategic guidance can have the greatest impact, and where DWM seeks to lead.
Looking Ahead: A Framework for Resilience
We don’t view resilience as a buzzword, we see it as a design principle. DWM’s investment strategy is rooted in:
- Independent thinking, free from institutional inertia
- Rigorous due diligence, enhanced by our Lab framework
- Sectoral expertise, built through operator relationships and global networks
- Long-term alignment, with entrepreneurs and investors alike
In a fragmented world, clarity is a competitive advantage. At DWM, we’re not just building portfolios, we’re building resilient, lasting businesses that shape the real economy.
