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.
Meet the Team →
Meet Our Analysts & Experts
Industry-leading experts committed to rigorous research and analysis.
Beth Kindig
Beth Kindig is a veteran technology analyst with more than 15 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertising Week NYC, Tech Week Chicago, and BlackHat.
Knox Ridley
Knox Ridley began his career in 2007 as a licensed ETF consultant, specializing in portfolio optimization. In this role, he worked with hundreds of financial advisors, RIAs, and CIOs at large institutions, gaining exposure to a wide range of investment strategies. After navigating the Great Financial Crisis, Knox developed a strong focus on risk management within growth-oriented portfolios. This approach allows Premium Members of the I/O Fund to pursue upside potential in technology investments while employing strategies to mitigate inevitable market downturns.
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.
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.
Joash Ariston
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.
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Our team's analysis has been featured across the world's leading financial networks.
