Why We Invested in Hybron

17 April 2026 – By Arthur Karell & Kevin Uebelhardt Modern defense and aerospace systems are only as strong as the materials they’re built from, and the ability to deliver strength at scale is increasingly at risk. Composite materials for these uses have...

All Part Of The Plan: First In Fund 3

05 March 2026 – Investors and analysts looking for guidance or some kind of roadmap through what are deeply uncertain times could do worse than look to the recent National Security Strategy (NSS). This document, drafted by the Under Secretary of War for Policy...