A new era of global supply chains

Today, global supply chains are being fundamentally reconfigured, driven by powerful forces like reshoring, geopolitics, and AI.

Large cargo ship on water carrying numerous stacked shipping containers in red, green, blue, and white.

Energy infrastructure is critical

This once-in-a-generation shift demands colossal investment in hard infrastructure, with energy at the very heart of it.

Aerial view of multiple solar panels arranged in a grid pattern, with green grass and dirt pathways between them.

  • Our perspective, honed through deep experience observing China’s development, provides us unparalleled insight into the emerging bottlenecks as developed nations actively reshore manufacturing and secure their industrial futures.

  • We identify leading companies positioned within crucial global infrastructure and supply-chain bottlenecks – businesses that command significant pricing power.

  • Deliver superior, long-term returns to our investors by investing in companies with enduring competitive advantages and compelling growth prospects.

Aerial view of a hydroelectric dam with water flowing through its spillways, surrounded by forested area.