Investment Management - New York, New York, United States
Hallstatt is an investment firm targeting paradigm shifts in the industrials and materials space. The fund focuses on the interconnectedness of subsectors within cyclicals, seeking to identify both winners and losers from inflection points across value chains. Hallstatt believes that the combination of cyclicals falling highly out of favor in public markets with emerging paradigm shifts such as supply chain restructuring, re-shoring, factory/warehouse automation, and electrification provide a unique opportunity for attractive risk-adjusted returns.