In this episode of Forthlane Features, Vanessa Hui sits down with Daniel Dreyfus, Founder and CIO of Bornite Capital, a global equity long/short fund focused on cyclical equities, specifically in commodity-related sectors.

Drawing on more than two decades of experience at Goldman Sachs and 3G Capital, Daniel outlines his approach to investing across supply chains, with a focus on identifying bottlenecks.

He discusses the fragility of existing supply chains and the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour. 

The conversation also explores the scale of the buildout required to support AI, particularly in power generation, data centres, and the materials needed to build them. Whether it's energy transition, deglobalization, remilitarization, or the AI buildout, Daniel shares his perspective on the significant alpha opportunities emerging from companies building the infrastructure to support where the world is going. 

WHAT TO LISTEN FOR

0:49 What led Daniel to launch Bornite Capital

5:02 How Daniel's investment process focuses on supply chains and bottlenecks

13:48 The multiple forces driving the largest infrastructure buildout in human history

30:25 The implications of rebuilding supply chains for inflation

34:17 A current high-conviction position in power generation

GUEST: DANIEL DREYFUS, FOUNDER AND CHIEF INVESTMENT OFFICER AT BORNITE CAPITAL

Website | Email | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn