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This is Part Four in a series of articles with content taken from our whitepaper 'Mapping the Advanced Air Mobility (AAM) ecosystem', published in collaboration with the Lufthansa Innovation Hub in April 2021.

AAM Investment Strategy: the AAM sector spread

Whilst Baillie Gifford’s investments in the air taxi sector are weighted towards passenger-carrying aircraft, sector-specialist VC Levitate Capital’s approach sees them spread exposure across the AAM spectrum: from small commercial drones (Skydio) and last-mile delivery (Matternet) to larger aircraft for middle-mile logistics (Elroy Air, VoloDrone) and passenger-carrying air taxis (VoloCity), as well as the supporting infrastructure (Chargepoint, Skyports).

The AAM sector spread strategy entails invest- ing in players across different sub-sectors of AAM, creating a synergistic portfolio of assets that mirrors the wider ecosystem and should provide returns through each stage of the mar- ket’s development, for instance:

  1. Small, short-range drones and associated enabling tech such as Unmanned Traffic Management (UTM) for Beyond Visual Line of Sight (BVLOS) flight operations.

  2. Medium-sized cargo-carrying aircraft and the autonomous technologies that enable their safe integration into airspace, e.g., with single pilot, multiple-vehicle opera- tions.

  3. Through to passenger-carrying air taxi vehicles and the supporting vertiport infrastructure, from chargers and ‘vertiport’ landing pads to novel flight control sys- tems / integrations that edge us cautiously towards autonomous flight.

Keep Reading

In Part Five of the whitepaper we look at how the Advanced Air Mobility market is a truly global race, and take look at how different territories are competing, in 'Continental Competition in Advanced Air Mobility':

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