Behind energy systems, infrastructure and advanced technology are physical materials. Delivering new supply takes time, technical understanding and patient capital.
Our focus is the funding gap: resource projects with long-term potential that need capital to move forward. We look beyond the commodity price to the business, its economics and its path to production.
Explore our investment focus
- Understand the resource
- Technical understanding of geology, processing and the uses that underpin demand.
- Examine the opportunity
- Project economics, financing requirements and the conditions needed to reach production.
- Keep a portfolio perspective
- Consider position sizing, liquidity and exposure across resources, jurisdictions and market cycles.