A research-driven approach focused on companies and sectors positioned to benefit from structural, cyclical, and transactional change across energy, industrials, and materials.
Continuous monitoring to surface potential catalysts such as M&A activity, spin-offs and asset sales, regulatory changes, structural industry shifts, cyclical peaks and troughs.
Deep fundamental work including detailed projections, scenario analysis, and stakeholder conversations to understand upside and downside.
Concentrated long book and selective short exposure, focused on situations where we believe change is mispriced or misunderstood.
Dynamic net exposure and position sizing based on opportunity set.
Emphasis on clear catalysts, capital allocation discipline, and management incentives supporting value creation.
Investment process enhancements developed over two decades across multiple market regimes and economic cycles.
Companies across power generation, energy infrastructure, and services we believe are positioned to benefit from growing demand, reshoring, and energy transition investment.
Construction, aerospace & defense, machinery, capital goods, and transportation platforms aligned with domestic manufacturing and infrastructure build-outs.
Metals, mining, chemicals, forest products, and packaging businesses where supply-demand dynamics and capital cycles drive potentially attractive entry points.
Every investment follows a consistent framework to convert change-driven ideas into high-conviction positions with clearly defined catalysts.
Senior professionals with public and private markets experience across complex, capital-intensive industries.
Founder & Portfolio Manager
Over 20 years experience in real economy businesses. Began career at Gleacher & Co. advising the Fortune 500 and top tier private equity firms. Top 1% Undergraduate The Wharton School, MBA Harvard Business School.
Partner - Industrials & Materials
Previously at Renaissance Capital's IPO Group, covering pending public offerings across all sectors.
Senior Analyst - Energy & Industrials
Previously at Houlihan Lokey, working on M&A, spin-offs, debt raises, and restructurings.
To learn more about our strategy, sector focus, and investor eligibility, contact our team for additional information.