Our investment strategy is based on deep fundamental research and scientific insight.

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 pillars.

DEEP SCIENTIFIC Network

Sponsored RESEARCH

POWER & ENERGY SPECIALISATION

ACADEMIC Partnerships

A Fundamental - Global - Long / Short Strategy.

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 electricity demand and efficient technologies. Our investment strategy is differentiated by a key set of principles.

01

LONG DURATION

~12 - 24 months holding period

02.

LOW NET

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03.

UNCORRELATED

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04.

CONCENTRATED

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