Specialization
Our firm solely invests in companies scaling technologies for energy innovation, water management, and the circular economy. Given the lack of transparency and uniformity in public companies on supply chain and revenue streams, we believe bottom-up fundamental analysis is best positioned to capture alpha in the green economy. We prioritize high quality, profitable businesses that have financial means to capitalize on increased global necessity for resource efficiency and resiliency.
Science Led Approach
As the green economy scales globally, a science-based approach is critical to evaluate the effectiveness and economics of different climate solutions. To stay current on evolving trends, the investment team is supported by the ScopeFour Climate Council and facilitates regular dialogue with a variety of science-based organizations, including CRANE Tool and Project Drawdown.
Pure Play Exposure
Our science-based approach identifies idiosyncratic opportunity across the full breadth of climate solutions through ScopeFour’s proprietary taxonomy and universe. The framework incorporates six key themes: Renewable Energy, Circular Economy, Green Infrastructure, Clean Technology, Discretionary Consumer and Sustainable Ecosystems.
