Pre-exit entrepreneurs hub

Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.

Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.

Through deep research and direct engagement with businesses, we seek high-quality companies with strong competitive advantages, disciplined capital allocation and the ability to compound wealth over time.