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Bonsai Partners seeks robust businesses that spread risks across value chains, avoiding fragile single-point-of-failure companies. New investment in IT services company Nagarro exemplifies this approach - technology enablers that benefit from digitization without technology risk. Despite macro headwinds and AI uncertainty, the industry's adaptability and high success rate make it attractive at current valuations.
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Bonsai Partners seeks robust businesses that spread risks across value chains, avoiding fragile single-point-of-failure companies. New investment in IT services company Nagarro exemplifies this approach - technology enablers that benefit from digitization without technology risk. Despite macro headwinds and AI uncertainty, the industry's adaptability and high success rate make it attractive at current valuations.
