Global Equities
About the Strategy
We seek to invest in public companies benefiting from the modernization of energy, industry, and infrastructure.
The opportunity
The global economy is entering a build cycle defined by decarbonization, electrification, and industrial renewal. Abatement is measurable, investable, and increasingly tied to competitiveness. We focus on companies delivering real-world emissions reduction with durable cash flows, because we believe execution will define long-term value creation.
Meet the investors
Featured Content
July 27, 2026
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Whitepaper
The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition
As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.
May 19, 2026
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Whitepaper
AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.
April 1, 2026
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Article
As artificial intelligence scales beyond software into real-world systems, it increasingly depends on electricity, infrastructure, and execution. This piece explains why the “electrification of intelligence” is emerging as a defining force in capital allocation and long-term economic growth.
