The investment landscape has fundamentally shifted. Are you positioned for the next great growth opportunity?

This paper defines American Dynamism (AD)—the essential investment thesis focused on funding technology to modernize and strengthen the core industrial, defense, and infrastructure foundations of the United States. We detail why an unprecedented alignment of geopolitical pressure, AI integration, and the demand for national resilience is compelling a massive re-orientation of capital toward "hard tech" sectors.

Inside, you will explore the full scope of this opportunity, including the key sectors (aerospace, defense, critical infrastructure, manufacturing), the specific risks involved, and the dual mandate for investors: generating potentially substantial venture-scale returns while participating in the renewal of U.S. competitiveness.