Which clean energy/ecology funds are you watching or investing in? How do strategies like these fit into your general and ESG allocations?
Our Chief Investment Officer, Erik Lundkvist, was featured in the most recent publication of Citywire Buyer’s Market along with international colleagues from the industry. They got to answer questions regarding clean energy.
You can read Erik Lundkvist’s response below.
Which clean energy/ecology funds are you watching or investing in? How do strategies like these fit into your general and ESG allocations?
We have been investing in renewable energy funds, on and off, for almost a decade. For example, we used to invest in Norwegian firm DNB, an early provider of renewable funds with Jon Sigurdsen at the helm [before his departure in 2020]. Over these years the theme has been a strong but immature investment case and volatility has periodically been extremely high. We have seen incredible inflows into renewable energy that have pushed up stock prices on all companies.
The key in the long run will be to choose winners and losers, so the best way to position yourself is via long/short funds. In accordance with our many years of deep interest in renewable investments, we started an equity market neutral Energy Transition fund in 2019 with an experienced team from Horizon Asset in London.
