Market-Tested Experience

Our experience is a competitive advantage. Our collective success on a historical basis is solid, but as important are our past failures that will help us generate better insight going forward. Our investment process will evolve with technology. As a more focused research shop, we can adapt very quickly and continuously improve, which we will strive to do each and every day.

Aerospace & Defense

Airlines & Logistics

Climate Solutions

Industrial Technology

Machinery & New Mobility

Macro Strategy