Our mission is to go deep into industries, often unloved ones – but for sure ones which the world needs, and insert capital in a smart way that shifts the trajectory of these supply chains and industries towards sustainable sector growth.
Therein lies a big opportunity to unlock climate and financial alpha.
- Johnny Brom, CIO & Founder
Latest Insights & Opinion Pieces

Insights
Letters from the desk of the CIO: 003
Something to consider, when you are feeling a bit uncertain about your asset allocation at a time of feeling a bit uncertain about everything.

Opinion Pieces
Bill Gates is right about innovation – but wrong about what drives it
The climate challenge is not only about what we invent, but about how we behave, and how finance can support that change in behaviour

Opinion Pieces
Encouragement despite Groundhog Day
Transparency breeds integrity and having your attention will keep us honest to our goal. That is the first victory.