LISTED EQUITY
FOCUS
We invest in companies that derive a significant portion of their revenues from sustainable energy and materials or innovative energy infrastructure solutions.
OBJECTIVE
Energy tech is changing fast creating opportunities.
The disruptions in energy supply have accelerated the need for energy transition attracting more investments into the companies that will meet the growing demand.
Below are some arguments that support our view:
DISRUPTIVE
TRANSFORMATION

Wind and solar power have already become integral to the European energy balance. In Europe, their install capacity will double by 2030. $10.2 trillion will be spent on power generation tech alone (Bloomberg estimate) in the next 22 years.

HYDROGEN DEMAND
TO INCREASE

Power systems changing from supply management to mixed demand and supply management. Hydrogen production is ideal for power demand management. Hydrogen-based technologies are important for green steel production and heavy vehicles.

PUBLIC SUPPORT

As part of European Green Deal, key targets were set for 2030:
a) at least 40% cuts in greenhouse gas emissions (from 1990 levels)
b) at least 32% share for renewable energy
c) at least 32.5% improvement in energy efficiency