Strict sector focus
We invest in the hard tech ‘picks and shovels’ of energy transition. We find outsized returns specifically in the energy sector's critical dependence on water and other natural resources.
Water Technologies
Water is the most vital global resource as the world addresses climate resilience and embraces the energy transition. Efforts to reduce consumption, improve treatment/re-use, and ensure reliable access are driving innovation across the sector.
Other critical resources
Material science and advanced sensor technologies are key drivers for innovation in critical minerals and industrial gases essential to the energy transition. The processes of production, purification, transmission, transport and storage are ripe for disruption.
