We invest in Fundamentals


  • Purpose Driven

    We are privileged to invest on behalf of institutional investors, most with charitable, educational, or non-profit missions. Serving entrepreneurs is a calling for us, and we look to partner with companies with an equally strong sense of purpose.

  • Founder Oriented

    The world’s most iconic companies have been built and run by founders.  We prefer to partner with management with an ownership mentality – leaders with a vision for the future, creating value for all stakeholders, with an eye on the bottom line.

  • Fundamentals Focused

    We make initial investments in early-stage companies tackling emerging consumer and enterprise opportunities.  We look to partner with management to build world-class businesses based on strong operating fundamentals and attractive unit economics.

  • Uncommonly Patient

    We are known for our uncommonly patient approach to building companies.  We look for opportunities to deepen our relationships with high-performing companies, and can make significant capital commitments more than a decade after our initial investment.

  • Contrarian by Nature

    We don’t chase trends or hot sectors.  We work from first principles, evaluating each team, company and market on its independent merits.  We avoid overfunded areas and prefer companies taking idiosyncratic approaches to solving big problems.



Ho Nam

Ho is a member of the Altos investment team. Before co-founding Altos in 1996, Ho worked in various sales and marketing roles at Silicon Graphics and Octel Communications. He began his venture career at Trinity Ventures, an early investor in both enterprise and consumer companies, including Starbucks Coffee. He began his professional career at Bain & Company in San Francisco. Ho received an MBA from Stanford University and a B.S. in Engineering with a minor in Philosophy, Politics and Economics from Harvey Mudd College.