Past performance

Past performance is not a guarantee of future returns. The price of the investment may go up or down and an investor may not get back the amount originally invested.

Coeli Renewable Opportunities

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.

News

The Unexpected Downward Trend in European Power Prices

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Will and can Trump Kill the Inflation Reduction Act?

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Renewable Energy – Are we at the Precipice of a Nuclear Renaissance?

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Renewable Energy – The Long-Term Case for Renewables is Intact

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Renewable Energy – There’s Blood in the Streets

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Renewable Energy – Headwinds and Tailwinds in Offshore Wind

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Renewable Energy – Will Green Hydrogen Deliver on its Promise of Decarbonization?

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Renewable Energy – The Stars are Aligning?

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Renewable Energy – Virtual Power Plants will Advance Grid Efficiently

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Renewable Energy – Grid Connection the Next Bottleneck?

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