Investing in the collision of geopolitics and capital markets, assessing opportunities from policy to portfolio, in the four key sectors of National Security & Defense, Energy Security, Applied AI & Computing Power, and Advanced Manufacturing.

Advanced Manufacturing: As low-cost countries continue to become riskier and less economically viable for manufacturing, a wave of innovation in new technologies (robotics, automation, machine vision, advanced materials) and processes will restore American industry through ‘onshoring’, ‘reshoring’, or ‘near-shoring’ across all industries. Meanwhile, managing the complexity and volatility of the global supply chain, which has been laid bare by geopolitical turbulence and a global pandemic, will be imperative for both state and private sector actors.