Long-duration investing for structural change.

Comet Multistrat is an independent investment partnership focused on long-term opportunities across AI infrastructure, compute, industrial systems, networking, power, and real assets.

INVESTMENT THEMES

AI Infrastructure

Compute, networking, semiconductors, and digital infrastructure enabling next-generation technological systems.

Industrial Systems

Long-duration opportunities across automation, electrification, logistics, industrial technology, and critical supply chains.

Energy & Real Assets

Infrastructure, energy systems, and real assets positioned to benefit from structural increases in compute and industrial demand.

Scarcity & Store of Value

Scarce and resilient assets positioned to benefit from structural monetary debasement, increasing infrastructure demand, and long-term capital reallocation.

ABOUT US

Victor Eng

Co-Founder and Portfolio Manager | victor@cometms.com

Victor Eng founded Comet Multistrat to invest behind long-duration structural change across public markets and infrastructure-related systems. He leads the firm’s research and portfolio construction process, focusing on AI infrastructure, compute, industrial systems, networking, power, and real assets.


Victor combines public-market investing with an operator’s perspective. His work focuses on identifying businesses with durable secular tailwinds, strong competitive positioning, disciplined capital allocation, and asymmetric long-term return potential. Prior to Comet Multistrat, Victor built and operated businesses across real estate, consumer products and business services.

Bryan Ganz

Co-Founder and Portfolio Manager | bryan@cometms.com

Bryan Ganz founded Comet Multistrat, bringing more than four decades of experience as an investor, entrepreneur, founder, board member, and public company CEO. He has built, acquired, scaled, and monetized businesses across manufacturing, distribution, real estate, consumer products, and investment platforms.


Most recently, Bryan served as Founder, President & CEO of Byrna Technologies, where he led the turnaround of a distressed public company into a global leader in consumer less-lethal defense products. Under his leadership, Byrna scaled from pre-revenue to approximately $120 million in annual revenue, reached sustained profitability, strengthened its balance sheet, and uplisted to Nasdaq. At Comet Multistrat, Bryan’s operating background informs the firm’s evaluation of management teams, execution risk, manufacturing and supply-chain scalability, go-to-market strategy, governance, and capital allocation. His experience helps ground the firm’s thematic research in practical business-building judgment and shareholder-focused discipline.

CONTACT

info@cometms.com

300 Tradecenter Dr Suite 7640

Long duration parternships.

Thoughtful capital allocation.

Structural alignment.

Woburn, MA 01801

Comet Multistrat, All rights reserved.

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