Thoughts

Notes on patient capital and American food.

Research and perspectives on ownership, permanent capital, and the American food system.

Two loaves of sourdough bread in front of bags of Cairnspring Mills Trailblazer Bread Flour
Investment
October 12, 2026
·
5
min read

Why We're Betting on Grain: Our Investment in Cairnspring Mills

Cairnspring Mills is rebuilding something America's food system lost: the regional flour mill. This month it opens a second mill that will grow its capacity more than tenfold.

Read
October 12, 2026
·
5
min read

Why We're Betting on Grain: Our Investment in Cairnspring Mills

Cairnspring Mills is rebuilding something America's food system lost: the regional flour mill. This month it opens a second mill that will grow its capacity more than tenfold.

Read
Two loaves of sourdough bread in front of bags of Cairnspring Mills Trailblazer Bread Flour
Investment

Earlier thoughts

No items found.
Fisherman hauling a net full of fresh catch onto a fishing boat with mountains in the background

Built to support long-term partnerships across essential global food industries.

Get In Touch