Following almost 17 years at Highline Capital Management as a partner, industrials sector head, and co-PM of our concentrated fund, I resigned amicably over the summer to launch my own investment vehicle, Hallstatt Advisors. The fund is envisioned as a concentrated long/short portfolio targeting a broad range of industrial subsectors, with a particular emphasis on emerging paradigm shifts such as electrification, supply chain restructuring, factory automatio... (login for more professional bio)