Boutique · Multi-strategy · Hong Kong

Exceeding
Frontiers

A boutique, multi-strategy investment firm backing exceptional teams across alternatives, digital assets, and venture — where technological change and global capital create durable, long-term advantage.

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01 · The Firm

Oaksmith invests where technological change, regulatory evolution, and shifting global capital flows create durable, long-term advantage — with the discipline to hold and the independence to move early.

02 · Strategies

01

Alternatives & Private Equity

Buyout and growth · Secondaries · Liquid strategies across cycles

We deploy capital where structure and timing create value beyond headline price.

02

AI & Digital Assets

Digital assets · Blockchain infrastructure · Applied AI at the frontier

We build conviction ahead of consensus in the platforms defining the next decade.

03

Venture & Growth

Technically differentiated teams · Durable business models · Emerging infrastructure

We back founders at the inflection points that define lasting companies.

03 · Selected Investments

Polymarket

04 · Team

Two partners — One conviction

Meet the team ↗
Thomas Schmidt

Thomas Schmidt

Managing Partner

Jay Yao

Jay Yao

Managing Partner

05 · Contact · Hong Kong

Begin a conversation

info@oaksmith.co ↗
OAKSMITH
Boutique · Multi-strategy · Hong Kong
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