Equity

We target sustainable energy investments underpinned by real assets providing essential services and delivering predictable and highly visible cash flows. Our deep energy sector expertise allows us to consciously accept certain market risks and to selectively pursue greenfield opportunities, provided development risks are well-diversified over large project pipelines.

We ensure a high degree of portfolio diversification along multiple vectors by investing across the energy transition spectrum, with multiple partners, into opportunities with many underlying assets at various stages of their lifecycle and applying a range of established technologies. Geographically, we focus on European (EEA, UK, Switzerland), North American, the Australian and other core OECD markets.

We target less crowded market segments and create proprietary investment opportunities outside of formal auction processes based on thesis-led, bilateral sourcing and leveraging our extensive, global network in the energy transition space. Our focus is on equity or equity-like control or joint-control investments with a high degree of flexibility with regards to the underlying investment structure. We build platforms by supporting existing companies in their growth and partnering with management teams to create new ventures whereby long-term alignment of interests is paramount. Our investors thereby gain access to visible and proprietary asset pipelines.

We use our majority positions to apply an active management approach which ensures long-term value creation by establishing good governance, proactively de-risking investments, and realising controllable upsides. Supported by our dedicated ESG framework, which is systematically embedded in portfolio management processes, our teams work very closely with portfolio companies on implementing best-practice standards. Our flagship fund, the SUSI Energy Transition Fund (OECD), meets the requirements of Article 9 of the EU’s Sustainable Finance Disclosure Regulation (SFDR), as its investments contribute to climate change mitigation through measurable reductions in greenhouse gas emissions while adhering to do-no-harm principles.