In today's interconnected global economy, the resilience of supply chains has emerged as a paramount concern. Recent disruptions, from pandemics to geopolitical tensions, have starkly highlighted the vulnerabilities of over-reliance on a single nation or region.
In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in using a quantitative method for assessing total vulnerability to volatility and thus opportunity size. Now, we would like to share more on what we think about portfolio construction and in particular our desire to
The purpose of Steel Atlas is to invest in the technologies that will enable economic resilience across the value stack. We believe we are living in an increasingly volatile world and therefore the companies deploying resilience-enabling technologies will generate outsized returns.
Going forward, each of these updates will provide you
Steel Atlas makes concentrated investments in industrial technologies.
Grounded in research, the partnership selects ten companies per fund.
Steel Atlas is supported by a global network of industrial conglomerates.
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