AI-Focused Investing, Built on Discipline
Our research team produces a full library of in-depth analyses each year across artificial intelligence, semiconductors, and digital infrastructure for our premium members. We take our research a step further by offering portfolio allocations, trade alerts, webinars and a transparent model portfolio grounded in conviction, risk management, and long-term capital discipline.
Meet the team behind this extraordinary level of output.
Beth Kindig
Beth is the founder and lead tech analyst of the I/O Fund. She pioneered AI as an investable theme years before Wall Street caught on, publishing the original Nvidia thesis in 2018 and building institutional-grade coverage of semiconductors, data centers, and AI software for retail investors.
📈5,700%
Nvidia realized gain · 2020-2025
📊780%
Bitcoin realized gain · 2022-2025
Knox Ridley
Knox leads technical analysis, portfolio construction, and risk management at I/O Fund. He specializes in reading market structure, identifying macro regime shifts, and executing with discipline across equities, Bitcoin, and broader crypto markets.
Royston Roche
Royston supports deep-dive equity research and portfolio coverage across growth tech and AI names. His work focuses on earnings quality, unit economics, and competitive positioning in fast-moving tech sub-sectors.
💻15+
Deep dives published this year
☁SaaS
Cloud infrastructure coverage
Damien Robbins
Damien contributes to earnings coverage, financial modeling, and thematic research for members. His focus is on SaaS and cloud infrastructure — evaluating revenue durability, quality of earnings, and multi-year capital allocation narratives.
Meet Our Analysts & Experts
Industry-leading experts committed to rigorous research and analysis.
Pablo Kho
Pablo Kho is the Marketing Operations Manager at I/O Fund, ensuring our marketing campaigns are executed seamlessly and align with our business goals. With expertise in project management, data analysis, and marketing technology, Pablo optimizes processes and drives efficiency across all initiatives. His strategic and innovative approach helps us reach our target audience effectively and achieve measurable results, making him a vital part of our team.
Learn More about Pablo
Joash Mathew
Joash Ariston, our Customer Service Manager at I/O Fund, is a true superstar. He assists our members with customer service, ensuring their accounts are active and up to date. Known for his prompt responses, Joash receives many accolades for his dedication. His passion for helping others and strong communication skills create a positive customer service environment, setting new standards for satisfaction at I/O Fund.
Learn More about JoashOur team's analysis has been featured across the world's leading financial networks.
