Credit and Capital Solutions
About the Strategy
We will provide flexible capital solutions to support the buildout of energy and industrial assets as they scale into the real economy.
The opportunity
Structural forces are accelerating investment across clean power, electrification, and industrial decarbonization.
Surging power demand, efficiency upgrades, domestic manufacturing expansion, and climate resilience needs are driving sustained capital requirements across the real economy. We believe this environment creates durable, scalable opportunities for growth credit and capital solutions providing flexible financing to companies and projects delivering contracted revenues, asset-backed cash flows, and critical infrastructure for the energy transition.
Surging power demand, efficiency upgrades, domestic manufacturing expansion, and climate resilience needs are driving sustained capital requirements across the real economy. We believe this environment creates durable, scalable opportunities for growth credit and capital solutions providing flexible financing to companies and projects delivering contracted revenues, asset-backed cash flows, and critical infrastructure for the energy transition.
Meet the investors
Featured Content
April 29, 2026
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Article
As hybrid capital moves into focus, we believe the key question is not where you sit in the capital structure, but what you are lending against. This letter outlines our Credit strategy’s focus on real assets, capital solutions, and cash flow–driven value in a shifting market environment.
March 19, 2026
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Article
As the energy transition shifts from innovation to large-scale buildout, a new market is emerging for growth credit and hybrid capital. This piece outlines the opportunity in growth credit and hybrid capital to finance companies in the critical scale-up phase, where assets are tangible but traditional debt remains out of reach.
March 6, 2026
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Article
As private credit moves from quiet compounding to front-page scrutiny, investors face two converging forces: liquidity concerns and AI-driven disruption. This piece examines how underwriting assumptions, collateral structure, and exposure to recurring software revenue may evolve in a rapidly changing economy — and why asset-backed infrastructure may prove more durable in the age of AI.
