The Foundation Global Infrastructure Fund focuses on investing in companies that own and operate the essential infrastructure powering the artificial intelligence revolution. Rather than chasing speculative growth, the strategy emphasizes value, targeting assets with stable dividends, strong cash flows, and enduring economic relevance. The portfolio consists primarily of companies involved in renewable electricity, energy storage, sustainable transportation, and infrastructure finance, many of which are undervalued and generate income across market cycles. This disciplined, high-conviction approach is actively managed, with options strategies like covered calls and cash-secured puts used to enhance returns and manage risk.