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Defense Investors Turn Attention to Operational Systems

Investment momentum in the defense sector is shifting toward operational systems that sustain military readiness and capability. Meghan Welch, Managing Director at Brown Gibbons Lang & Co., noted this strategic pivot represents a new phase in defense capital deployment. The focus on operational systems reflects a recognition that maintaining force effectiveness requires sustained investment in infrastructure and support mechanisms beyond traditional hardware. This reorientation signals investor confidence in defense spending tied to military operations.