Mining & Metals
[1]
Thesis
We invest in mining projects in complex geographies that secure critical mineral supply for industrial capacity, national resilience, and long-term economic development.
[2]
Investment Approach
Our approach is grounded in deep experience across commodities and frontier markets. We apply disciplined assessment of geological quality and jurisdictional risk, and we operate effectively in environments where surface-level instability differs from underlying realities.
[3]
Philosophy
We seek opportunities where critical resources are strategically important, capital is scarce, and long-term commitments are rewarded through resilience and structural value creation.
National Security & Aerospace
Capabilities that strengthen defense readiness, reinforce industrial capacity, and maintain technological advantage.
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Applied Artificial Intelligence
Software that increases the energy density of human and machine intelligence.
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Digital Assets & Infrastructure
Infrastructure that secures digital sovereignty and strengthens resilient, censorship-resistant economic exchange.
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Power & Renewables
Hardware and software that decentralize power generation, strengthen grid autonomy, and reinforce national resilience.
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Conventional Energy
Upstream, midstream, and oilfield capabilities that shape foreign policy through energy security, industrial resilience, and long-term national supply.
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Mining & Metals
Projects in complex geographies that ensure critical mineral supply for national industry, strategic resilience, and enduring advantage.
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Investment Domains
A disciplined focus on sectors with durable long-term value.
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