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.

National Security & Defense: Geopolitical rivalry and great power competition on land, air, sea, and space will create renewed mandates and urgency for defense production & technological innovation to meet Allied demands, specifically with respect to countering the Axis of Upheaval across all theatres and stages of hot and cold conflict. Many such applications will be dual-use and extend beyond our terrestrial boundaries.