Willow Run Capital is an asset management focused on publicly listed North American industrial companies. 

After facing headwinds for almost 40 years, the US is on the cusp of reindustrializing. Significant policy changes, due to societal rifts and geopolitical challenges, are incentivizing a return of manufacturing. At the same time, US companies are becoming aware of over-stretched and fragile supply chains. 

Despite the top-down tailwinds, the sector is misunderstood and neglected, thus providing attractive investment opportunities

Willow Run Capital

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Willow Run Capital

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