Many clean energy indices have disappointed investors despite continued growth in electrification, power demand, and global energy investment. As the energy transition enters its next phase, broad thematic exposure is becoming less effective, while valuation dispersion across the sector continues to increase.

In this webcast, Peter Rice explains why the next phase of the energy transition increasingly favours active stock selection over passive investing. Through specialist long/short managers, the strategy seeks to identify structural winners and losers across the energy value chain while maintaining a strong focus on risk-adjusted returns.

The webcast focuses in particular on:

• why active investing is becoming increasingly attractive within the energy transition

• opportunities created by electrification, grid expansion, and energy security

• commodity bottlenecks and relative-value opportunities across the supply chain

• identifying both long and short opportunities as valuation dispersion increases

• generating attractive risk-adjusted returns through specialist long/short managers rather than broad thematic exposure

Explore the Strategy

▶ Watch the Webcast ⤓

📊 Download the Presentation ⤓

📄 Download the Factsheet ⤓ (YTD +5.64% through May)

Should you have any interest in the strategy presented above, please do not hesitate to contact us.

Further information on our strategies is available at www.cb-partners.com.