House Davis Investment Thesis 2025 - 2036+
HD IX / CE 2025.02.07

Greetings, Friends and Neighbors of Alaska,

The best way to predict the future is to create it. The future is here, just not evenly distributed.  It is coming, nevertheless, so shall we bring it here, in a way uniquely Alaskan. I dream of what I call ‘Alaskan futurism’, a vision for what Alaska could become as a world-class idyllic wonder of tomorrow.

Our investments are the building blocks of a new era where technology, innovation, and our cherished Alaskan spirit converge with House Davis in the High North to forge a unique, new golden age.

This philosophy is anchored in preparing for the present and accelerating era of technological hyperchange, where fast and inevitable advancements in artificial intelligence, robotics, quantum computing, and energy— a new industrial revolution— will supercharge and redefine the way we live, work, govern, and build. In this coming age, innovation will be the engine that propels us and the Last Frontier forward.

At House Davis, we are positioning ourselves to be among the pioneers of this new frontier. Our strategy is simple yet profound: we invest with strict focus in the companies and technologies that are not only leading today but will form the backbone of tomorrow’s economy. These are the very enterprises that will power a future in which decisions are made with unprecedented speed and precision— where data becomes the language of progress and intelligence drives every aspect of our lives.

As a proud Alaskan, I see our great state as the ideal canvas for this future. Alaska’s vast, precious, breathtaking landscapes are from a dream and her resilient communities provide both a sanctuary and a launching pad for innovation. Here, in this remarkable land, we have the opportunity to blend our rich heritage with the promises of next-gen technology. Imagine an Alaska where sustainable energy, cutting-edge digital infrastructure, and responsible and absolutely uncompromising stewardship of Alaska’s beauty and natural resources come together to create a thriving, high-tech and idyllic economy that respects our traditions and elevates our quality of life.

Our vision is about creating a lasting legacy for our family and, we hope one day, for Alaska. We are committed to building a multi-generational family office that will serve as a cornerstone of prosperity, innovation, and responsible influence. This means supporting the growth of breakthrough technologies while also investing in the communities and landscapes that make Alaska unique.

By aligning ourselves with the future, we are embracing change with confidence and purpose. We are not afraid to invest in bold ideas because we know that those who understand the direction of history will help shape it tomorrow. House Davis stands ready to help create the future, to lead in the realm of technology and innovation, and to ensure that Alaska not only adapts to this new age but thrives within it.

Since before our very inception, we design our desirable futures and pull them into our present. We engineer time and co-author our reality. That’s our North Star.

I invite you to join us in this journey— a journey of deliberate audacity, foresight, and heartfelt pride in our sacred Alaskan home. Together, we can usher in an era where high technology and the natural beauty of Alaska work hand in hand to create a new golden age of opportunity and prosperity.

With steadfast determination and visionary hope,

Alexander Davis
Founder & Chief Executive Officer
House Davis

Anchorage-Matsu, Alaska