Aragon

What they do

Founded in 2001 by Anne Dias with initial seed capital from Tiger Management's Julian Robertson, Aragon Global Management rapidly grew into one of the largest female-led asset managers. Today, operating primarily as a family office and hedge fund, the firm employs a fundamental, research-driven approach to identify long-term thematic trends. Aragon is uniquely positioned with an "international DNA," utilizing its dual presence in Miami and Paris to bridge US and European markets. The firm is highly respected for its concentrated, high-conviction portfolio and its philanthropic arm, Aragon Philanthropies, which focuses on education and the arts.

What they look for

Aragon’s investment philosophy is built on three core pillars: Fundamental Investing (partnering with management teams transforming their businesses for the long term), Thematic Investing (identifying 3-5 year megatrends and disruptive innovations), and Global Investing (seeking innovation globally, noting that disruptive trends often leapfrog longstanding players in Asia and Latin America). They look for "winner-take-all business models" emerging from technological shifts. Thematically, they explicitly state a strong belief that "AI applications and cloud systems will beget the greatest disruption and innovation, especially in the sectors of global e-commerce, payments and new SaaS software verticals." They also look for companies and founders that embrace a "culture of pursuing excellence."

Stage

Series B+

Sectors

SaaS, AI, Fintech, Consumer, Marketplace

Based

Miami, US