STRATEGY

Our investment strategy is based on deep fundamental research.

We take primary research of scientific trends and technical developments as a lens to inform investment decisions. Our approach is shaped by a foundation of key pillars.

DEEP SCIENTIFIC Network

Sponsored RESEARCH

POWER & ENERGY SPECIALISATION

ACADEMIC Partnerships

We invest across three asset classes.

We invest across global capital markets with a focus on identifying sectors and business models that have the potential for outsized economics from growth in power demand and efficient technologies.

01

LONG-SHORT EQUITIES

We invest across global capital markets with a focus on identifying sectors and business models that have the potential for outsized economics from industrial decarbonization and growth in power demand.

02

LONG-ONLY EQUITIES

Our investment process seeks to harness a differentiated set of scientific source materials and underwrite investment ideas that can deliver returns that compound over multiple years.

03

CO-INVESTMENTS

Mercator works closely with researchers, innovators and power and energy founders in the launch of new ventures focused on energy abundance.