Coeli Renewable Opportunities
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Please be advised that Coeli SICAV II – Renewable Opportunities is yet to be launched and therefore cannot accept investments. The fund’s estimated launch date is the 6th of February 2023.
When the fund has been launched, subscriptions and redemptions are made in accordance with the fund’s prospectus and other fund documentation.
Hedge fund focused on opportunities in renewable energy and decarbonization
Coeli Renewable Opportunities is a long/short equity hedge fund targeting high risk-adjusted returns over the cycle.
Investments in renewable energy and decarbonisation is about to increase tenfold. It is likely the biggest investment opportunity over the next decades, and the fund aims to identify and invest in the largest winners. At the same time, it will actively seek out and short sell companies attracted to the sector by the easy access to capital, but without any kind of competitive advantage.
The investment universe consists of renewable energy equities as well as companies in adjacent sectors where the focus is decarbonisation. The fund has a global mandate but is focused on North America and Western Europe. The investment process is centered around a top-down analysis of supply and demand in the sub-sectors, complemented with a detailed bottom-up analysis to identify companies with and without sustainable competitive advantages.
With a concentrated portfolio of 25-50 stocks and net exposure between 40 – 80%, it aims to create alpha on both the long and the short side.