Our Positions

At DRG, we don’t believe in passive research or abstract commentary. Every thesis we publish is a potential investment—carefully evaluated, rigorously debated, and, when warranted, backed by real capital.

This page will track the positions we’ve taken across public and private markets, based on the research and strategic thinking we share openly. From early-stage startups to public equities, our investments will reflect our strongest convictions—and our willingness to stand behind them.

We are currently in the process of building our initial portfolio.

Our first positions will be published here shortly, along with the supporting research, thesis summaries, and relevant disclosures.

We look forward to sharing our bets—with the same clarity and discipline we bring to our research.