Investing in America

Read the Thesis


The Ukraine war started a domino effect that will cause deglobalization. Manufacturing will move to North America, Europe’s manufacturing will be dead, global food shortages will increase, China will breakdown, and energy costs will be high. All while we deal with climate change and demographic collapse.

North America will be the largest beneficiary of this new world, and we are vested in its growth. America’s advanced manufacturing, healthcare research, and technological prowess, Canada’s natural resources, and Mexico’s mid-market manufacturing will lead to the largest industrial growth we have seen since World War 2. We invest in equities that have the capabilities to seize the immense opportunities that this will provide.


We are value investors looking to follow in the footsteps of Warren Buffett, Charlie Munger, Peter Lynch, John Malone, and Mark Leonard. We make long term, buy and hold equity investments in cash flow generative businesses.

Ready to learn more?
Let's chat!