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Renewable Energy

Investment Characteristics

  • The Fund invests globally in liquid equities across the renewable energy space, including wind, solar, geothermal, hydro and others.
  • We focus on well-run companies with healthy balance sheets, robust business models and sustainable competitive advantages.
  • The Fund invests only in businesses whose intrinsic value we have understood well and which offer a significant return potential combined with a relatively low-risk investment profile.
  • Investments are expected to benefit from periodic significant value dislocations / deficient market pricing associated among others with:
    1. Market sentiments; and
    2. Occasional high volatility associated with the fledgling nature of the industry and sporadic lack of understanding among investors about fundamental values of some renewable energy companies.

Renewable Energy
Renewable Energy