In an effort to adjust to what it believes are longer-term shifts in the global economy, Valiant Capital Partners has identified two industries that it feels will become big beneficiaries of these changes.
A combination of demographic changes, a move to more onshoring, and a lack of investment in base commodities is creating “compelling long opportunities in overlooked sectors,” Valiant founder Chris Hansen said in his fourth-quarter client letter, which was seen by Institutional Investor.
