How we think.

We believe once-in-a-generation transformations can drive incredible long-term value for investors. Looking at these themes over time and analyzing companies from top to bottom, we aim to identify the incumbents and the disruptors most likely to win these huge transformations.

The defining theme of the decade

We believe the reindustrialization of North America is a once-in-a-generation transformation.
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The reindustrialization of North America

We believe there is an incredible investment opportunity in the companies that will benefit from the transformation of North American manufacturing.
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