Carbon Neutral 2050 Strategy
Our Carbon Neutral 2050 strategy aims to gain long-term capital appreciation from investing in a rapidly expanding carbon neutral energy ecosystem with a pragmatic investment focus on any and all pathways to a carbon neutral world.
The Energy Transition is Here
A worldwide inflection point has been reached: Technological advances have fueled the scalability of renewable energy combined with storage as a cheaper and cleaner alternative to fossil fuel energy sources powering the decarbonization and electrification megatrend.
Leaning on our deep energy expertise and fiduciary heritage, we developed our Carbon Neutral 2050 Strategy. It is intentionally flexible, nimble and opportunistic designed to benefit from the currents driving the energy transition as a way for our clients to benefit from the megatrend.
Stability
Investments in companies with energy transition as the long-term plan
Acceleration
Mature markets in energy transition with strong records
Innovation
Niche markets in energy transition with commercial products
Capitalizing on the Changing Energy Landscape
Our Carbon Neutral 2050 Strategy focuses on investing in a broad range of companies that are innovating, building and investing in carbon neutral energy focusing on reducing carbon emissions. The companies are investing in both current carbon neutral solutions and ones that will become carbon neutral in the future and doing so while maintaining economic growth that protects the quality of life. Some of these companies are still engaging in activities that currently generate carbon, but are working toward the carbon neutral goal.
The strategy covers a wide range of industries, including solar, wind and fuel cells and also those building out the grid of the future, such as utilities and end users demanding carbon neutral energy including major technology companies. To manage the risk of the portfolio our approach balances mature, slower growing strong cash flow generating companies with smaller fast growing companies working toward generating cash flow in the future.