Line2 Capital Management is a technology-focused investment firm built on two decades of concentrated, fundamental research. We invest in secular growth leaders — companies transforming industries through technology, platform dynamics, and the compounding advantages of network effects.
Our edge is rooted in process — primary source research, long-term financial modeling, and the discipline to concentrate capital in our highest-conviction ideas. We look for businesses with durable structural advantages and hold them long enough for compounding to do its work.
Michael Oh, CFA, is the founder and portfolio manager. He spent approximately two decades building and managing a technology-focused innovation strategy, growing it from inception to over $2 billion in assets under management. He is based in Menlo Park, California.