Strategies
Thematic projects
Research the firm stands behind, before there is a vehicle to put it in.
Why these are projects, not funds
A project thematic is a theme the firm researches and can advise on, without a vehicle behind it. Neither of the two below has an ISIN, a share class or a document list, and both say so.
The distinction is deliberate and it is enforced: the moment a term sheet is attached to one of these, the build refuses the page until the route is declared a product route with the presentation that implies.
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Global Space Age
Space-to-space rather than space-for-earth: manufacturing, infrastructure and mining beyond low orbit, and the difficulty of finding listed exposure to any of it.
Advisory
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Hydrogen
Cleaner power at scale, on a 2030-2050 timetable: where hydrogen complements batteries rather than competing with them, across listed and private exposure.
Advisory