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.

Energy Security: As renewable energy and the energy transition industry are unable to address the globe’s energy needs in a timely matter, we believe: 1) structural imbalances in oil and gas supply and demand will reward upstream and midstream energy players; 2) new and transitional forms of energy, including nuclear and LNG, will proliferate; and 3) unique opportunities will expand on the edges, not the heart, of the decarbonization movement.