Guava Capital (“Guava”) is a crossover investment firm seeking long-term investments in venture capital and public market companies with expanding competitive advantages. The value of Guava’s crossover firm structure is its ability to deploy capital simultaneously in both public and private markets. The crossover model creates a mosaic of information, allowing us to exploit opportunities for long-term capital appreciation.
Our approach is centered around extensive research into a company’s ability to maximize returns using a power law investment framework, summarized at a high level by the following equation:
Maximizing Power Law Returns = Execution + Long Time Horizon + Expanding Competitive Advantages