BlueFive Capital highlights problem-solving sectors for global investing

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BlueFive highlights investing sectors

Highlights

BlueFive Capital's Ben-Gacem says Middle East capital is focusing on food security, defense, infrastructure, automation, and robotics that align with sovereign priorities.
BlueFive, launched in November 2024 with $15 billion AUM as of June 30, acquired a 30% stake in Bugatti Rimac from Porsche and co-led Kling AI's $18 billion funding round.
Ben-Gacem emphasizes that rising geopolitical risks, especially in the Middle East, Europe, Asia, and China, are now central to private market investment strategy.

Strategic sectors draw investor attention

As reported by CNBC, Ben-Gacem says capital in the Middle East is concentrating on investments that match government and sovereign priorities and offer practical solutions in those fields.

Speaking at the SuperReturn Asia conference in Singapore, the BlueFive founder says investors should focus less on backing a fund structure and more on participating in solutions tied to national interests. He identifies food security, defense and infrastructure as priority areas, and adds that automation and robotics also stand out as attractive themes.

Ben-Gacem describes this approach as a way to align with what sovereign investors are actively seeking, with capital available for projects and businesses that fit those strategic objectives.

BlueFive dealmaking and geopolitical risk

BlueFive launched in November 2024 and had $15 billion in assets under management as of June 30. Earlier in September, the firm closed a deal to buy a 30% stake in supercar maker Bugatti Rimac from Porsche, and in July it co-led a funding round for China-based AI video generation company Kling AI at an $18 billion valuation.

Ben-Gacem also says geopolitics is becoming a bigger factor in determining investment returns, especially across the Middle East, Europe, Asia and China. He warns that shifting geopolitical conditions can undermine core assumptions behind an investment case, making political and regional developments increasingly central to private market strategy.

Our earlier article on Asia-Pacific equity and convertible issuance explained how fundraising in the region is accelerating as companies seek capital for AI-linked expansion in chips, data centres, and power infrastructure. It highlighted that technology-led deals are taking a growing share of total issuance, while investors are becoming more selective and increasingly focused on businesses with genuine earnings exposure to the AI buildout rather than an AI narrative alone.

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