Energy Transition
The largest reallocation of capital in history: renewable infrastructure, storage, grid modernization and the technologies that enable decarbonization.
Energy storagePower gridSolar & wind
Family investment office
Invested in what endures.
We back the energy, technology and materials shifts that will define the next twenty years, with patient capital and research we publish every week.
3Focus sectors
5–20 yrThesis horizon
112Research briefs published
WeeklyBriefing cadence
Our approach
Patient capital,
rigorous research.
We're built for generational timescales. Rather than chasing short-term gains, we identify transformational themes early and position for the long run.
01
Research-driven
Continuous analysis across our sectors, distilled into weekly briefs that inform every allocation.
02
Data-informed
Proprietary scoring frameworks and market metrics, with views updated as the evidence changes.
03
Sector depth
Domain knowledge of competitive dynamics and regulation that surfaces opportunities others miss.
04
Aligned partners
We work with operators, founders and family offices who share a long-term view of value.
Focus areas
Where we see
lasting change.
Three sectors where secular, regulatory and market tailwinds are converging, and where we have conviction for the decades ahead.
Technology & Space
Satellite infrastructure, advanced computing and digital infrastructure: the platforms building the next generation of connectivity and compute.
SatellitesSemiconductorsQuantum
Strategic Materials
Graphene, rare earths, specialty alloys and engineered compounds, the substrate of every breakthrough, with high barriers to entry.
Rare earthsGrapheneSupply chains
Investment thesisWe look for the intersection of
01Secular tailwinds
02Regulatory & policy support
03Expanding markets
04Emerging competitive moats
Latest research
This week's
briefs.
Every week we publish our read on energy, technology and materials markets: what moved, and why it matters for long-term capital.
AI Infrastructure Crunch: Talent Rationalization, Power Constraints, and Market Volatility Reshape Tech Investment Thesis
The AI infrastructure buildout is creating dual market pressures: surging capital deployment in data center construction to support model training and inference, while simultaneously triggering regulatory and environmental scrutiny that could reshape developer economics. Recent industry trends—from large-scale employee restructuring at major tech firms to proposed UK Community Investment Covenants—signal that AI's economic impact extends beyond compute capacity to workforce reallocation and infrastructure localization requirements.
Read brief →Energy Storage and Grid Infrastructure Emerge as Critical Bottlenecks as Electrification Pathway Accelerates
Global electrification initiatives could reduce energy consumption by approximately 50%, yet policy implementation remains fragmented across major markets—exemplified by UK regulatory gaps and Wall Street's continued reliance on natural gas as a transition bridge. Solar adoption is accelerating in distributed applications, though consumer sentiment reflects growing friction around bundled subscription models rather than hardware economics alone.
Read brief →Critical Materials Reshoring Accelerates as Supply Chain Diversification Becomes Competitive Imperative
AI-enabled resource optimization is emerging as a critical efficiency lever across infrastructure and supply chains, with applications ranging from distributed computing via connected home appliances to automated rare earth extraction processes. This convergence reflects broader capital reallocation toward AI-powered operational improvements in traditionally capital-intensive sectors, alongside continued geographic diversification of critical mineral sourcing.
Read brief →
Personal perspectives for informational purposes only, not investment advice.
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Let's build something
that lasts.
We partner with capital allocators, operating companies and family offices who share our view of long-term value creation.
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