Backing companies that build countries.
Thesis
- The U.S. defence-tech story is entering maturity.
- The NATO defence-industrial story is entering formation.
- Canada is the largest blank space on the map.
Thesis
1670F invests in concentrated early-stage positions across Canada and allied corridors, sized to compound rather than diversify. We are not indexing the defence market. We are participating in the next generation of allied primes and the integration layer they will build on.
“On the second of May, 1670, a royal charter granted commercial dominion over Rupert’s Land — roughly 3.9 million square kilometres draining into Hudson Bay, and nearly forty percent of modern Canada.”
72°00'20.40"N -94°14'4.80"W