Everything Came From the Ground: Wasif Latif and the Return to Tangibles
In this Y'all Street feature, Sarmaya Partners Co-Founder and CIO Wasif Latif explains why he believes a decade dominated by digital, intangible assets is giving way to a new cycle driven by energy, metals, and infrastructure. From managing benchmark-bound portfolios at Deutsche Bank and USAA to launching the actively managed LENS ETF, Latif makes the case that underneath the AI boom, the world still runs on things you can touch, build, power, and own.
