San Francisco Bay Area
Defining one way to enduring value
We invest our own capital across public and private markets, with a focus on semiconductors.
Our focus
Understanding the business behind the technology.
We combine fundamental research with experience building technology products and businesses. We look for durable opportunities, weigh them against the price and the risk, and give strong investments time to compound.
- Established
- 2024
- Capital
- Permanent
- Markets
- Public and Private
Principles
Our approachThink independently
We look for insight beyond consensus, built on fundamental research rather than market sentiment.
Invest in structural progress
We look for businesses and technologies positioned to benefit from durable shifts in the global economy.
Underwrite asymmetry
We favor opportunities where the potential reward justifies the capital at risk, rather than pursuing growth at any price.
Let time compound
We have the patience to hold strong investments, and the flexibility to change course when the thesis changes.
Leadership
Kimball Chen
Founder & Chief Investment Officer
Kimball Chen founded Oneway Capital in 2024. His investing combines a focus on semiconductors with hands-on experience building products and businesses across AI, healthcare software, gaming and ecommerce.
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