01
Advanced industry
Automation, manufacturing systems, and the operational capability required to build, maintain, and scale a complex product responsibly.
02 / Focus
Research close to the systems that matter.
Katharina looks beyond the market narrative toward the capabilities, infrastructure, and operating realities that determine whether an important theme can truly endure.
02
Life-science tools
Life-science tools, biotechnology, medical technology, and applications of nanotechnology in healthcare. Clinical evidence, regulatory milestones, cash consumption, and funding needs are considered together.
03
Compute infrastructure
Semiconductor supply chains, high-performance computing, data-center systems, and the enabling layers beneath artificial intelligence.
04
Energy and resilience
Industrial electrification, critical materials, supply-chain resilience, and the liquidity needed to sustain operations through disruption.
05
Growth-company financing
Financial quality, research cycles, competitive position, and sustainable access to capital. Common equity, preferred shares, and convertible instruments are compared across dilution, liquidity, and downside scenarios.