Windmill Capital - Global Specials

A barbell strategy pairing the essential defense of global cybersecurity with the disruptive upside

A dynamic strategy to rotate capital systematically into world's strongest-performing commodities

Power plants, grids and buildings running AI’s data centres globally

Copper mines to advanced chip printing, invest in companies powering the AI hardware supply chain

Global labs and tech giants building the foundational models for the AI stack

Invest in advanced genomics, medical breakthroughs & healthcare infra extending human healthspan

Companies enabling the screens and streams of digital entertainment across the world

A dynamic strategy to rotate capital systematically into world's strongest-performing equity markets

Exposure to humanoid robots, industrial robots, drones and key component makers

Raw uranium suppliers to next-gen reactors & utilities, invest across nuclear energy's comeback

Own the complete financial value chain that funds, invests, and manages the world's wealth

A defensive allocation to the countries with the world's strongest sovereign balance sheets

Invest across the world's youngest and oldest economies to capture both growth and resilience

Renewables, hydrogen, batteries & more, invest in the tech powering the shift to sustainable energy