The strategy is new and is looking to invest in companies at the forefront of the global transition towards a cleaner, more efficient, and sustainable energy future. We are advocates of this and believe that there are many structural headwinds within the right companies and sectors, and these could be multi decade investment opportunities.
This fund looks to capital on this by investing across several secular growth trends. The discussion was more about introducing the concept and we would want to do a deep dive to really understand what they want to achieve and how they will do this. Much of this discussion was about examples to bring to life what they want to achieve….read more