Will Cleary
Investment professional at Carriage House Fund specializing in a concentrated value investment approach, here speaking about FTAI Aviation and related opportunities and risks.
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Mar 9, 2026 • 51min
Carriage House's Will Cleary on $FTAI
Will Cleary, an investment professional at Carriage House Fund focused on concentrated value investing, discusses FTAI Aviation’s transformation into a vertically integrated engine maintenance and module-swap platform. He covers how module swaps cut time and cost, FTAI’s feedstock and network effects, the Strategic Capital Initiative, responses to a short report, valuation thinking, and repurposing engines into turbines for data centers.
