Manager Roundtable: A Transformative Moment for U.S. Infrastructure

On March 31, President Biden outlined the key details of a $2 trillion infrastructure package, which he called a “once-in-a-generation” investment in the country. The package is ambitious, expensive, and full of promises and price tags. To make some sense of the bill itself and discuss the potential impact on tangential industries such as steel, basic materials, transportation, and renewable energy, SumZero gathered a panel of members with relevant expertise to share thoughts and opinions. All featured managers currently contribute research ideas to SumZero Research and many are actively listed on SumZero Cap Intro.