Investment Thesis


FUTURE POWER & ENERGY

CRITICAL MATERIALS

CARBON MITIGATION

FOOD, WATER & WASTE

INSURTECH, CLIMATE & ADAPTATION


In a capitalist world, any successful technology must be able to beat (or at least compete against) the incumbent on price and function. It must also have a credible plan for entering the market.

It is not sufficient for a technology to be merely more sustainable, nor rely on macro tailwinds that may or may not materialise.

These new technologies must help us navigate various macro challenges, such as:

  • Demographic changes (2 billion more people in the next 30 years needing energy, food and water)
  • Destabilising geopolitics and the imperative for countries to be more self-sufficient
  • Deglobalisation and a need for geo-secure sources of food, water, energy and key materials