Building the Future. Backing Bold Ideas.
About
Andy Hamer is a German-American investor, business leader, futurist, and venture advisor. A long-term investor, he is focused on backing undervalued, high-growth opportunities that will define the global economy in the decades ahead. Andy’s investment philosophy is rooted in a deep understanding of market shifts and structural transformations. He has built a reputation for recognizing patterns early, often investing in ideas that were controversial at the time but later proved to be industry-defining. His approach is heavily influenced by contrarian thinking and a belief that the greatest returns come from controversial ideas that oftentimes end up significantly shaping and transforming the future rather than following extrapolated present patterns.
The Future of Investing
The Future of Investing is Andy’s biweekly memo on the forces quietly reshaping equity markets, value creation, and the global economy. Written with the perspective of a long-term investor and fund manager, these memos blend timeless investing principles with a forward-looking lens on innovation, risk, and human behavior. From capital cycles to crypto, from automation to antifragility, Andy explores the deep currents driving change.
If you appreciate the clear thinking of Howard Marks, the sharp skepticism of Nassim Taleb or are curious about how innovation will influence tomorrow’s portfolios, join him on this journey into the future of investing.
Active, Long-Term Investing.
Andy believes that the stock market is one of the greatest engines of wealth creation ever invented. It offers a direct way to participate in human progress and represents the power of capitalism at work. As a managing partner at Hudson Square Investment Management, he invests primarily in public equities, where he has built deep expertise over the past decade.
He looks for visionary companies riding long-term tailwinds. These are businesses with durable growth, strong leadership with high integrity and the potential to create massive shareholder value over decade long periods. Andy’s style is patient, bold, and independent, with a focus on owning great businesses early and holding them through the noise.
While his core focus remains the public markets, Andy also backs early-stage private companies where he sees long-term potential and a compelling founder vision. Across both public and private markets, his mindset is the same: long-term optimism grounded in deep research, disciplined execution and the highest level of integrity.
Strategic Insight for Startups
On his journey of identifying great businesses and ideas as an investor, Andy has found himself getting more deeply involved with the companies he believes in. If you are building something bold - early or later stage - and want a thought partner and venture advisor, who understands both sides of the table, adds financial clarity and has hands on experience in refining and scaling the business model, we’d love to hear from you.
Giving Back
Beyond investing, Andy cares deeply about causes that align with his values, especially expanding opportunities for women and supporting girls’ education and empowerment initiatives. He believes education is one of the most powerful tools for change, particularly when it helps open doors for girls and women in underserved regions. Andy also considers himself an advocate for animal rights and supports organizations dedicated to protecting threatened and endangered species and their habitats. Over the years, Andy has contributed to scholarships and grassroots initiatives that reflect these priorities, and he remains committed to using his resources to support a more compassionate, equitable world.