Overview
Long-biased hedge fund focused on nuclear power, the nuclear fuel cycle and power infrastructure
Early Movers
Leading sector-dedicated hedge fund distinguished by the ability to invest across the global nuclear power and energy infrastructure opportunity set
Information Gap
Limited and siloed securities coverage is driven by underdeveloped macro/industry analysis. Focused mandate leads to exploitable inefficiencies in the market
Execution
Concentrated portfolio of high quality companies levered to the growth in nuclear power, the expansion of energy infrastructure and a shortage of supply in the nuclear fuel cycle