05 / The thesis
Three transitions. One portfolio logic.
FrontierVault focuses on sectors whose technologies, infrastructure, and strategic importance reinforce one another.
Sector thesis
Frontier thesis / 2026
The sovereign stack.
03
Interdependent systems
One portfolio logic
- 01BRAINS
Deep Tech & AI
The innovation engine
Digital intelligence changes how products are built, decisions are made, and entire industries operate.
- 02POWER
Sustainability & Climate Tech
The infrastructure anchor
Energy systems, industrial efficiency, and climate resilience create the physical base for durable growth.
- 03SHIELD
Defence & Aerospace
The strategic moat
National-security capability combines high barriers, long cycles, and strategically important demand.
BrainsPower
AI needs energy
Dependency / 01
ShieldBrains
Defence needs AI
Dependency / 02
PowerSystem
Resilient infrastructure supports both
Dependency / 03