OCWAM is built on a core conviction: material availability—not labor or capital—is becoming the binding constraint for advanced manufacturing, energy infrastructure, and industrial growth. As global supply chains reset around reliability, domestic sourcing, and geopolitical resilience, waste recovery and secondary materials are evolving from a cost center into mission-critical infrastructure.
The fund targets companies operating at the intersection of AI, robotics, automation, and advanced materials, where innovation is collapsing cost curves and enabling recovered materials to compete directly with—and in many cases outperform—virgin inputs. These technologies are transforming fragmented, manual recovery systems into bankable, scalable, and specification-grade supply for critical industrial inputs.
OCWAM invests across the materials lifecycle—from AI-enabled recovery and robotic sortation, to electronic disassembly, materials upgrading, and data-driven discovery—backing platforms that convert waste streams into reliable, onshore supply for manufacturing, energy, and infrastructure markets.
The strategy blends venture-style upside from breakthrough technologies with infrastructure-like durability, supported by asset-backed platforms, long-term offtake demand, and policy tailwinds aligned with national security and domestic manufacturing priorities.
Overlay Capital believes this convergence of policy, technology, and demand represents a structural inflection point—creating an opportunity to invest early in the infrastructure layer of the next materials economy, before risk is repriced and scale capital floods the sector.
For additional information, please contact Jeff Sheridan at jsheridan@overlaycapital.com or the Overlay Capital Investor Relations team at ir@overlaycapital.com.