Venture Capital
Investing to secure Fortress North America
Our Sentinel Strategy covers the full range of defence and security technologies in a single investment, generating strong risk-managed returns.
We are securing Fortress North America by finding, funding, and scaling the companies and capabilities responsive to 21st-century security challenges.
Investing globally across both funds and early-stage companies is a proven strategy to deliver outsized returns with reduced risk.
The Sentinel Strategy is supported through ONE9 Capability Labs’ value-creation and deal flow.
The ONE9 Task Force collaborates across borders, bringing tactical domain expertise to a globally integrated platform operating at scale.
A Security Investment Platform Built Through Strategic Acquisition
The Sentinel Strategy is the product of strategically aligned partners united by a shared vision, offering the enduring stability and global scale necessary to thrive amid today’s uncertain security environment.
The union of ONE9 and Kensington Capital Partners Limited, forged through a series of collaborative and successful investments over the past five years, harnesses our respective strengths, experiences, and perspectives to build ONE9 into the most relevant and impactful security and defence investment platform.
Separately, Canadian independent asset manager AGF Capital Partners acquired a controlling stake in Kensington in March 2024. AGF Capital Partners is a subsidiary of AGF Management Limited, founded in 1957 with over $54 billion in total assets under management and fee earning assets today.
Investment Portfolio