Our Portfolio

Our portfolio is consistently monitored throughout the year. Our investment groups pitch stocks four times a year, and after Q&A and voting by the entire organization, our officer corps conducts a deeper review of the thesis, catalysts, and financials. The officer corps then decides on whether to invest, when to invest, and how to rebalance our portfolio to mitigate risk.

Performance: We have returned a CAGR of 25.9% with a Sharpe ratio of 1.29 since our portfolio's inception in May 2024.

Portfolio characteristics:

• Number of positions: 20-30 high conviction positions; maximum individual position size of 12.5%.

• Sizing: Position sizing determined by asymmetry of returns and other holdings to mitigate overexposure to certain industries (i.e. offshore wind).

• Exposure: Target 90-95% exposure.

• Geography: Global focus with an emphasis on developed markets.

• Timeframe: Typically 3-5 years, dependent on intrinsic value spread.

• Benchmarks: MSCI All Country World Index; S&P Global Clean Energy Index.

Below you can find some of our past stock pitches.

2024–25 Pitches

2023–24 Pitches

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