Fueling Escape Velocity Growth

Family office focused on private equity and venture capital investments in the ecosystems of automotive, defense, industrial, and energy sectors.  Thematically, we view reshoring, energy transition, and AI-driven digitization & automation as dominant, disruptive trends with sizable consequences for economic profit.  These developments manifest in select investment opportunities in controlled interest transactions in private equity and consolidation transactions in growth equity.  We continue to foresee “higher for longer” interest rates globally with positive real rates in the US as the most likely monetary outlook, although UST Secretary Bessent’s deficit reduction efforts will be effective in reducing the overall term structure of interest rates as will be the focus of Federal Reserve Chairman Kevin Warsh.