Welcome to NZS Capital NZS Capital’s founding philosophy stems from the game theory term Non Zero Sumness, which embodies creating win-win outcomes for all participants. Our mission is to achieve differentiated, long-term returns for clients, based on our belief that companies generating value thr| NZS Capital, LLC
This page is home to our whitepaper on semiconductors, along with our accompanying podcast episode. In November 2020, Brinton and Jon joined Shane Parrish on The Knowledge Project podcast for a wide ranging discussion of semiconductors. How a Handful of Chip Companies Came to Control| NZS Capital, LLC