VHLA Portfolio

Here you'll see our company portfolio. These companies are either sponsors, clients or simply stocks we like and own. You can check out and learn about each below.

Top Articles

Infrastructure With a Pulse

Infrastructure With a Pulse

Dawson Ignatieff
 · 
Jul 2025
1
 min read

Recent Articles

Infrastructure With a Pulse

Infrastructure With a Pulse

You don’t hear much about Williams Companies sounds inherently boring, but maybe that’s exactly why it matters. This is the kind of company that doesn’t need to sell the dream, they’re already operating the core systems that make the dream possible.

Dawson Ignatieff
·
Jul 2025
1
 min read
$FTNT Cybersecurity's Quiet Juggernaut

$FTNT Cybersecurity's Quiet Juggernaut

Every once in a while, a company puts up numbers so solid, so quiet, and so steady that it makes all the noise in the market feel like a distraction. $FTNT Fortinet is that kind of company. No bullshit, no hype, no inflated valuations, just a fucking solid business.

Dawson Ignatieff
·
Jul 2025
2
 min read
Nuclear Has Gone Nuclear

Nuclear Has Gone Nuclear

In a world where insider trading is technically illegal but political trading is just “good governance,” there’s one thing the markets never ignore: a well-timed congressional buy. And back in February, Tennessee Rep. Chuck Fleischmann made an interesting move we knew had some meaning behind it.

Dawson Ignatieff
·
Jun 2025
3
 min read