Harnessing lessons from the past to capitalize on opportunities in the future.

Our Objective

We are focused on delivering attractive returns by means of deep research and a disciplined investment approach.

Totem Point is an SEC-registered investment adviser whose leadership team has almost a quarter century of experience in technology markets.


Launched our long/short vehicle in 2013, long only vehicle in 2018, and private investment effort in 2021.


We seek to identify transformative businesses and industry innovators.