Perspective
We believe the science.
We believe the science that shows that the global climate is now changing at a rate that is causing material risk to the quality of virtually all life. We believe the science that indicates that human ingenuity can mitigate this risk. We believe the science that getting to net zero carbon emissions requires innovation and investment in the production, transmission, storage, and consumption of electricity in the North American Power Network.
Positioning
We command a unique position.
We command a unique position with a private capital mandate investing in the clean energy transition from the next day to potentially the next decade. We command a unique position across multiple asset classes enabling us to use near term market discovery based on our capital at risk (vs a mere model) to evaluate emerging mid to long term opportunities and risks. We command a unique position as a sentinel of value in the clean energy transition because we are investing in the transition across a broad term structure and throughout much of the value chain.
Personnel
We profit from experience.
We profit from the experience gained in decades of work as technical, market, entrepreneurial, and investment experts focused almost exclusively in the energy and environmental sectors. We profit from experience building big data analytical platforms designed to produce investment signals. We profit from our current experience applied to future opportunities and understand the reality of how value flows through our markets and is monetized throughout the term structure.
Partners
We act in service of our partners.
We act in service of our partners by growing the capital of our investors at competitive rates. We act in service of our partners by collaborating with our commercial partners where possible to provide market research and insights to support their business plans and execution. We act in service of our partners by leveraging our deep industry networks to source the best available technology, personnel, commercial arrangements, and market insights to optimize our position in the markets and assist our partners goals.
Process
We execute according to process.
We execute according to process informed by our team’s deep experience in engineering, operations, finance, law, and policy. We execute according to process to ensure discipline, control, and command of our investment activities. We execute according to a process to continually improve the proprietary insights we gain from our invested capital, whether invested for the next day or for the next decade.