A multi-strategy fund for the next phase of global growth.
The Times They Are A Changin’
The world is undergoing through a series of major and capital-intensive transitions:
From fossil fuels to renewables, from combustion to electric locomotion, from human-curated processes to machine-sentient ones.
Energy.
The transition from fossil fuels will require not just trillions of dollars. It requires smart rewiring of each element originally primed to work with fossils.
From generating sustainable power from renewables under strain from climatic events, to managing lossless transmission, scalable storage as well as stimulating consumption user-cases - the domain requires innovation of both tech and business models.
Graph source: Energy Transitions Commission: Financing the Transition: How to Make the Money Flow for a Net-Zero Economy - March 2023, Bloomberg NEF
Trade & manufacturing.
Creating new manufacturing hubs - addressing the need for redundancy post geopolitical realignment and labour specialisation as a result of “greying populations” in original hubs - will mandate for smart capital expenditure.
Logistical networks and supply-chains are expected to become even more diverse - requiring smart tech and services to manage them.
Source: Fouquin and Hugot; CEPII 2016; National data; Federico, Giovanni and Tena-Junguito, Antonio, A Tale of Two Globalizations: Gains from Trade and Openness 1800-2010
Minerals.
Geopolitical shocks and growing reliance on minerals procured from single source will push countries to seek both new places to mine for minerals as well as research new substitute components.
EVs and large-scale energy conservation units, smart appliances and the chips for them require ample amounts of rare minerals for storage, conductive transmission and other use-cases.
Source: USGS Mineral Commodity Summaries 1990-2023
Health.
As the world’s population is getting older - it faces increasing odds of chronic and non-communicative diseases, while employers have to step-in to both cover the cost of prevention and treatment - and retain the talented pool of labour to compete in the new chapter of economic growth.
Developing sustainable healthcare that focuses on prolonging health-span, while addressing the economic inefficiencies of the current systems is a major opportunity.
Source: “Aging Well in Asia – Asian Development Policy Report” Asian Development Bank, May 2024
An Evergreen Multi-strategy Fund
We operate a core fund of our own capital and sync it with invited capital of our investors, leveraging both in public and private opportunities in identified growth scenarios - catalysts of the new global growth.
Private and Public Markets
We develop in-house trading strategies to manage NAV in liquid instruments related to the growth thesis and deploy capital into PE opportunities sourced by our team. Our ever-green status allows us to stay with businesses we work with almost indefinitely
We also syndicate special major investments via SPVs (GP - LP arrangements).
Advisory Services
We assist companies in our global network with business-building / growth-enablement service and advise them on capital raising / partnership and operational efficiency.