The Aerospace and Defense industry keeps our world connected and safe through constant technological and operational innovation. Sorenson Capital’s Aerospace and Defense investment experts have deep-rooted experience and understand the regulatory complexities, customer dynamics, industry cycles, and other challenges associated with the industry. We partner with best-in-class companies that work to improve the status quo and drive the industry forward.
The challenging and unique operating environments in Aerospace and Defense demand the very best materials and specialized products to fulfill a wide array of civil and military requirements. We seek to invest in companies that are developing the next-generation of proprietary products and advanced materials.
The components, assemblies, and systems used in an aircraft require the highest standards of precision, quality, and safety. We look for companies with attractive part portfolios on growth platforms that demonstrate sustained, world-class performance.
Changing fleet utilization patterns, new technologies, and next-gen aircraft and engines are influencing the MRO landscape and how operators approach maintenance and upkeep. We look to back companies that are innovating to meet operators’ needs in this evolving space.
The diverse, vast universe of service providers – engineers, ground handling, and asset managers, to name a few – are a critical component of the Aerospace and Defense industry’s value chain. We invest in companies that are innovating their service models to deliver superior results and unmatched customer experiences.