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 the Founder and Portfolio Manager of the I/O Fund, an audited technology portfolio that has returned 326% since its May 2020 inception, or 29.2% annualized.
With more than 15 years of experience covering private and public technology companies, Beth developed her investment methodology through exposure to thousands of growth-stage companies. This experience shaped a pattern-recognition-driven approach to identifying emerging technology trends and the companies positioned to benefit from them before those shifts become widely recognized by the market.
Beth is perhaps best known as the “Queen of Nvidia,” following her early conviction in Nvidia and AI semiconductors beginning in 2018. Going into 2023, she had positioned 45% of the I/O Fund portfolio in AI semiconductors, ahead of what would become one of the most consequential technology investment cycles in decades.
Today, Beth’s research reaches tens of thousands of investors through the I/O Fund’s subscriber community and newsletter, alongside more than 172,000 followers on X. She is a regular guest on Fox Business, Bloomberg Tech and Bloomberg Asia and has appeared on CNBC, NPR, BBC Radio and Real Vision. Her analysis has also been featured in Forbes, MarketWatch, VentureBeat and other financial and technology publications.
At the center of Beth’s work is a commitment to making institutional-quality technology research accessible to individual investors. Her research focuses on identifying the companies and technologies positioned to lead major technology cycles well before those shifts are fully reflected in the market.
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.
A keen observer of macroeconomic trends, Knox is trained in Fibonacci Trading, Elliott Wave Theory, and Gann Cycles. Unlike most portfolio managers, he integrates advanced technical analysis with automated quantitative signals to manage risk and identify high-probability, risk/reward opportunities. As Portfolio Manager of the I/O Fund, Knox has consistently outperformed his benchmark, as well as leading Wall Street funds, since inception.
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.
AS SEEN IN
Our team's analysis has been featured across the world's leading financial networks.
