In the shadow of Rwanda’s Mount Karisimbi, a geothermal venture initially dismissed as “VC fantasy” is yielding 19% annual dividends. Meanwhile, a Nevada desert solar farm built on decommissioned missile silos – using patented battery storage from ex-SpaceX engineers – has outperformed Bitcoin by 41% this year. We track five contrarian funds capitalizing on geopolitical shifts: From art-backed NFTs stabilizing Armenian tech IPOs to Chile’s “lithium-for-infrastructure” swaps with Chinese EV makers. The key? As Zurich-based fund manager Clara Vogt reveals: “We stopped chasing hyped sectors and started following UN sanctions lists.”