Reversal of Fortune - Competitive Advantages Redefining Industrial Investment in the U.S.
As an investment manager, I seek investments with sustainable growth. I have the freedom to look anywhere in the world. Quietly, the U.S. has developed a competitive advantage in energy costs that is rewriting the history books. For the first time in generations an abundant energy supply has the potential to improve the air we breathe while creating hundreds of thousands of new jobs. It is creating opportunities where just five years ago energy intensive industrial production was being shuttered in the U.S.