Boardman Bay Capital Management (BBCM) is a public and private equity investment manager, founded in July, 2012 by Silicon Valley and Wall Street veterans. Boardman Bay’s flagship fund is the DIGITAL TRANSFORMATION FUND that targets the global technology sectors and the accelerating change wrought by Digital Tranformation and the post-COVID world. The fund employs an intensive research process focused on identifying secular and dislocating themes across the related sectors. Boardman Bay also invests through targeted "Opportunity Funds" which are especially concentrated, best-idea portfolios around an area of deep expertise. Our Optical Opportunity Fund targets the optical subsectors, which include much of the infrastructure required for advanced data center build-outs, 5G and artificial intelligence. The optical industry is also undergoing transformational structural change through consolidation and the advent of silicon photonics driving an intese collisons with the semicondcutor sector. Boardman Bay also invests in leading private companies directly through both wholly-owned SPVs (special purpose vehicles) and through our DIGITAL TRANSFORMATION FUND. Notable investments include GRAB, GROQ, ELENION and many others. For further information: ir@boardmanbay.com