Spotlight Investment Thesis:
Identifying forces propelling strong growth for supply chain manufacturers in the aerospace, defense, power generation and oil and gas industries.
Category Archives: Insights
Ridley Capital Targeting Aerospace, Defense and Power Generation OEMs and Suppliers
March 3, 2026 Louisville, KY: Ridley Capital Group signed a letter of intent as a “Platform Investment” for its RCG Aerospace & Defense Fund to invest in a vertically integrated tier-1 suppliers serving aerospace exploration, defense, power generation and energy infrastructure industries.…
RCG STABLE FUND: Fund Closes to New Investors
The RCG Stable Fund Partnership closed access to new investors in the Fund to ensure integrity in its investment decisions, which at a certain size, may be detrimental to the performance of the Fund. The Fund, launched in 2019, has alway focused…
Banks Face New Challenges as $1.5 Trillion of CRE Loans Come Due
The collapse of Silicon Valley Bank in the Spring sparked debate about whether SVP was an isolated incident in an otherwise sound banking system or was this failure an indication of swiftly deteriorating balance sheets across the industry. Then Signature Bank was…
1st Quarter 2023 Market Insights
The U.S. stock markets rebounded from a dismal 2022 in the first quarter led by the Nasdaq soaring 16.8%. The S&P 500 and the Dow Jones significantly lagged the Nasdaq, but still posted gains of 7.0% and 0.4% respectively for the quarter. …