Strict sector focus
We invest in the hard tech ‘picks and shovels’ of a sustainable energy sector. We find outsized returns specifically in the energy sector's dependence on water and critical minerals.
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.
Critical Minerals
Critical minerals and rare earth elements are essential in industrial operations: from batteries and semiconductors to sensors and advanced manufacturing. Technologies that recover, refine, and recycle inputs are foundational to industrial sustainability and energy security.
