We track the political forces reshaping Western governance and translate them into intelligence that capital can act on.
Our primary subject is national populism — the wave of democratic nationalist movements that have been rewriting the terms of governance across Europe and America . We were early to this thesis. We have spent twenty years building the relationships inside these movements that make our analysis different in kind, not just in quality, from what the established firms produce.
The contrarian disposition that made us early to that thesis — skepticism of consensus, access to people outside the establishment, willingness to hold an unfashionable position — travels. Clients bring us questions that don't fit the standard frameworks. That is where we are most useful.
Our offering is genuine intellectual partnership on the questions that move capital. We are available to think. That is, finally, the service.