Investment Approach
Structural inefficiencies in new energy markets
Fundamental supply and demand imbalance
Electrification and computational growth drive global energy demand to exceed supply
Commodity markets are being transformed
New energy demand and novel delivery mechanisms create opportunities and dislocations
Increasing
volatility
Confluence of factors leading to increased inefficiencies and volatility
Current infrastructure model increasingly obsolete
New energy systems require flexible infrastructure solutions with commodity management capability
Integrated investment model designed to capture opportunity set
Real Asset Investing
Investments in infrastructure & related companies that benefit from energy growth and/or volatility
Merchant
Trading
Extension of real assets into physical trading opportunities that better capture volatility in target markets
Proprietary
Trading
Liquid strategies that capture short / medium term dislocations in core markets