Four Cities Capital

At Four Cities, we feel strongly that the impact of technology and software on the global economy remains in its early stages. Major global industries and significant portions of humanity remain structurally unaffected by the digital revolution and the recent emergence of massively disruptive technologies based on biology, new materials, and artificial intelligence/unmanned systems. There is a massive disconnect between a perception that our recent technological surge is mature and the reality that we are simply at the beginning of fundamental changes in how our global system operates. This perspective benefits long-term investors who are willing to look through cycles and invest across asset classes.