Deepwater Asset Management, LLC is a Minneapolis-based SEC-registered investment adviser with more than twenty years of experience identifying high quality growth companies. Guided by the principle of persistent growth, the firm combines vision and fundamental analysis to develop research-driven strategies across public and private markets. Deepwater manages a variety of equity funds and special purpose vehicles for institutional and private clients. Its mission, “To Profit From Where The World Is Going,” underscores a commitment to supporting businesses capable of sustained above-market performance. The firm’s team blends sector expertise with patient capital, working alongside founders and management teams through multiple market cycles.
Investments are concentrated in transformative technology sectors, with an emphasis on venture capital and public equity. Core themes include artificial intelligence, which accounts for about 65 percent of the Deepwater Frontier Tech Index, along with automation, fintech, robotics, autonomous vehicles and ambient computing. The Frontier Tech Index and its associated ETF, LOUP, offer access to emerging companies outside the largest technology names while maintaining valuation discipline. An annual Deepwater Frontier Tech Survey captures public sentiment on innovations, and the firm’s research reports and newsletter deliver analysis on market shifts and technology adoption trends.
Deepwater’s involvement in clean technology is demonstrated by its participation in Redwood Materials’ Series D funding round. The company secured more than $1 billion to scale collection, recycling and refining of lithium-ion battery materials and to strengthen domestic production of anode and cathode components. The Frontier Tech Index also includes firms in electric and autonomous vehicles and robotics, areas where advances in battery technology play a crucial role, reflecting the firm’s broad thematic exposure in support of the clean energy transition. While not exclusively focused on clean technology, these investments illustrate Deepwater’s ability to identify opportunities that support sustainable development objectives.
