Coeli Energy Transition
Market neutral energy equity fund focused on the energy transition
Coeli Energy Transition is a market neutral energy equity fund seeking to produce high risk-adjusted returns that are uncorrelated to both market and commodity price risk. It aims to take advantage of the increased volatility and dispersion in the energy sector caused by the disruption from alternative energy and the shift in public opinion against the fossil fuel industry. The fund is committed to have a negative exposure to the fossil fuel industry at all times.
The investment universe consists of energy equities as well as companies in other sectors that are impacted by the ongoing energy transition. Geographic focus is North America and Western Europe. The fund’s research process is centered around a top-down analysis of supply and demand in the sub-sectors, complemented with detailed bottom-up analysis to identify winners and losers within the many sub-sectors of the energy sector. The portfolio is generally composed of 60-80 single name equities divided into investment themes and pair trades. It targets a net exposure of +/-10%.
Fund Overview
Inception Date
2019-08-16
Portfolio Manager
Vidar Kalvoy and Joel Etzler
Investment universe
Markey neutral Energy Equity Fund
Minimum investment
(I USD) USD 1 000 000
Investment management fee
(I USD) Up to 1.00% p.a + 20% Performance fee
Subscription/redemption fee
None
UCITS
Yes
Risk & Reward Profile
1
2
3
4
5
6
7
Portfolio Managers
Vidar Kalvoy
Portfolio Manager
Joel Etzler
Portfolio Manager
Key Investor Information
- KIID Coeli Energy Transition Fund R SEK - English
- KIID Coeli Energy Transition Fund RF SEK - English
- KIID Coeli Energy Transition Fund R+ SEK - English
- KIID Coeli Energy Transition Fund I SEK - English
- KIID Coeli Energy Transition Fund W SEK - English
- KIID Coeli Energy Transition Fund I Founder SEK - English
- KIID Coeli Energy Transition Fund S- SEK - English
- KIID Coeli Energy Transition Fund R USD - English
- KIID Coeli Energy Transition Fund R+ USD - English
- KIID Coeli Energy Transition Fund I USD - English
- KIID Coeli Energy Transition Fund IF USD - English
- KIID Coeli Energy Transition Fund I Founder USD - English
- KIID Coeli Energy Transition Fund BT USD - English
- KIID Coeli Energy Transition Fund I GBP - English
- KIID Coeli Energy Transition Fund IF GBP - English
- KIID Coeli Energy Transition Fund I Founder GBP - English
- KIID Coeli Energy Transition Fund R EUR - English
- KIID Coeli Energy Transition Fund I EUR - English
- KIID Coeli Energy Transition Fund I USD - Switzerland
- KIID Coeli Energy Transition Fund IF USD - Switzerland
- KIID Coeli Energy Transition Fund I Founder USD - Switzerland
- KIID Coeli Energy Transition Fund BT USD - Switzerland
- KIID Coeli Energy Transition Fund I SEK - Norwegian
- KIID Coeli Energy Transition Fund I Founder SEK - Norwegian
- KIID Coeli Energy Transition Fund I USD - Norwegian
- KIID Coeli Energy Transition Fund IF USD - Norwegian
- KIID Coeli Energy Transition Fund I Founder USD - Norwegian
- KIID Coeli Energy Transition Fund BT USD - Norwegian
- KIID Coeli Energy Transition Fund R SEK - Swedish
- KIID Coeli Energy Transition Fund RF SEK - Swedish
- KIID Coeli Energy Transition Fund R+ SEK - Swedish
- KIID Coeli Energy Transition Fund W SEK - Swedish
- KIID Coeli Energy Transition Fund I SEK - Swedish
- KIID Coeli Energy Transition Fund S- SEK - Swedish
- KIID Coeli Energy Transition Fund I Founder SEK - Swedish
- KIID Coeli Energy Transition Fund I USD - Swedish
- KIID Coeli Energy Transition Fund IF USD - Swedish
- KIID Coeli Energy Transition Fund I Founder USD - Swedish
- KIID Coeli Energy Transition Fund BT USD - Swedish