Tag Archives: green energy

OUR 2020 RESULTS

Our net weighted average return in 2020 was +18.23%. Since 2015, we have generated a net weighted average return of +54.39%.

2020 was a challenging year. We were forced to navigate an all-out panic in financial markets while weighing the staggering human costs of the Covid-19 pandemic. Shortly after what turned out to be the market lows of the year in March we wrote the following:

“The most significant reasons as to why markets have rebounded are 1) the massive rescue package passed by the US Congress, and 2) the massive balance sheet expansion by the Federal Reserve. The amount of money with which the richest country in the world is ready to attack this crisis is without comparison in the history of the world. And what you learn in capital markets is that you don’t fight against the guys that make the bullets.”

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Strategy 2025

The best way to predict your future is to create it.

  • Abraham Lincoln

Our mission is to safeguard the future financial prosperity of our clients. While many find comfort in what may have worked in the past, we know that our goals can only be achieved by boldly looking into the future. As such, we are completely focused on finding investment opportunities that offer compelling upside convexity, while managing downside risk. Our purpose is not to time markets, but to identify ascendant industries and best-of-class companies and have the patience to reap substantial rewards.   

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Actually Investing in a Green Hydrogen Future

In my last blog post, Thinking About a Green Hydrogen Future, I laid out the increasing role for hydrogen as Europe transitions to a net-zero carbon economy over the coming decades.

Such a transition will require significant changes across the entire spectrum of the continent’s energy, industrial and transportation infrastructure, and there are already many companies working to address these needs. Whether it is large chemical suppliers investing to secure access to green hydrogen as a feedstock, automotive players partnering to develop fuel cell technology for commercial vehicles, or legacy businesses in the energy sector searching for new sustainable growth opportunities, all the major players are exploring their options. The realization that hydrogen investment is necessary provides a strong tailwind for the industry, especially for a number of smaller players that have spent years developing the technology that is about to be at the forefront of this transition.

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What’s Better Than Bitcoin? Companies That Dig Rocks (Seriously!)

We get a lot of questions about cryptocurrencies. Especially when there is upwards price movement. No one ever seems to ask about them when they are not performing so well… I always answer, that I cannot buy cryptocurrencies for clients, and that we are fully committed to finding profitable opportunities elsewhere.

One example is our investment in copper miners. Copper miners?!? Yes, copper miners.

Since the lows of March 16th, copper miners Freeport McMoRan and HudBay Minerals have actually outperformed Bitcoin:

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