We aim to capitalise on the transformational changes occurring in the global energy sector with the disruptions resulting in winners and losers.  The energy transition is likely to be the largest peace time investment programme the world has ever seen – we estimate on average 5% of global GDP over the next 30 years.  The current themes focusing around the rapid growth in renewables, the electrification trend and the technology revolution. 

  

The investment team uses a fundamental research driven investment approach, combining top-down and bottom-up analysis. On a macro level, the team looks to identify key industry, technology and regulatory trends and assess how these affect sub-sectors and regions. On a micro level, the team assesses company-specific outlooks with a focus on competitiveness, management and financial outlook.