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About

The energy transition creates
repeating mispricing.

Energy transition expertise does not automatically translate to alpha. Alpha comes from deviations to baseline expectations, not the trend itself. Capital intensity, regulatory interference, tech-driven cost curves, and legacy anchoring create persistent dispersion between winners and losers. We capture this dispersion through bottom-up relative stock picking.

Our differences

Different in four ways.

Energy transition
specialists

We do not stray from our 30 years of domain expertise. We specialise in all facets of the worldwide energy transition and the electrotechnology required for this transformation.

Energy transition
specialists

We do not stray from our 30 years of domain expertise. We specialise in all facets of the worldwide energy transition and the electrotechnology required for this transformation.

Fundamental
stock pickers

This is not a thematic beta strategy. We are agnostic to the pace of the energy transition and profit from relative outcomes, pairing beneficiaries against structurally impaired peers with explicit asymmetric pay-off targets set at entry.

Fundamental
stock pickers

This is not a thematic beta strategy. We are agnostic to the pace of the energy transition and profit from relative outcomes, pairing beneficiaries against structurally impaired peers with explicit asymmetric pay-off targets set at entry.

CO₂ short
portfolio

As part of our disciplined process, we use proprietary analysis to quantify the carbon emissions of every investment we make. The result is a portfolio that is structurally short carbon emissions, a byproduct of our fundamental rigour. This analytical edge is part of what makes us unique.

CO₂ short
portfolio

As part of our disciplined process, we use proprietary analysis to quantify the carbon emissions of every investment we make. The result is a portfolio that is structurally short carbon emissions, a byproduct of our fundamental rigour. This analytical edge is part of what makes us unique.

High Asia weight

Approximately 50% Asia. The industrial technology supply chain for electrification runs through Japan, Korea, and Greater China, and our team has deep institutional long/short experience across these markets, as well as the US and Europe.

High Asia weight

Approximately 50% Asia. The industrial technology supply chain for electrification runs through Japan, Korea, and Greater China, and our team has deep institutional long/short experience across these markets, as well as the US and Europe.

Energy transition
specialists

We do not stray from our 30 years of domain expertise. We specialise in all facets of the worldwide energy transition and the electrotechnology required for this transformation.

Fundamental
stock pickers

This is not a thematic beta strategy. We are agnostic to the pace of the energy transition and profit from relative outcomes, pairing beneficiaries against structurally impaired peers with explicit asymmetric pay-off targets set at entry.

CO₂ short
portfolio

As part of our disciplined process, we use proprietary analysis to quantify the carbon emissions of every investment we make. The result is a portfolio that is structurally short carbon emissions, a byproduct of our fundamental rigour. This analytical edge is part of what makes us unique.

High Asia weight

Approximately 50% Asia. The industrial technology supply chain for electrification runs through Japan, Korea, and Greater China, and our team has deep institutional long/short experience across these markets, as well as the US and Europe.

STRATEGY

One portfolio

4 key verticals

Each vertical is managed by dedicated sector experts with extensive longitudinal knowledge of their universe.

1.

Energy Infrastructure

176 stocks $9T market cap

Renewable generation, grid transmission and distribution, battery energy storage systems, nuclear

2.

Electric Devices

108 stocks $6T market cap

Electric vehicles, batteries, heat pumps, HVAC systems, industrial electrification

3.

Technology

97 stocks $18T market cap

Power semiconductors, industrial automation, software, AI, green finance, blockchain

4.

Critical Commodities

166 stocks $8T market cap

Copper, lithium, nickel, cobalt, aluminium, uranium-essential materials for the energy transition

1.

Energy Infrastructure

176 stocks $9T market cap

Renewable generation, grid transmission and distribution, battery energy storage systems, nuclear

2.

Electric Devices

108 stocks $6T market cap

Electric vehicles, batteries, heat pumps, HVAC systems, industrial electrification

3.

Technology

97 stocks $18T market cap

Power semiconductors, industrial automation, software, AI, green finance, blockchain

4.

Critical Commodities

166 stocks $8T market cap

Copper, lithium, nickel, cobalt, aluminium, uranium-essential materials for the energy transition

Investment process

Our disciplined, repeatable approach flows through five stages.

  • Clearly defined
  • Global
  • Developed markets
  • Large and liquid
  • Fundamental
  • Through multiple cycles
  • Variant viewpoints
  • Asymmetric pay-off
  • Forced ranking
  • Catalysts
  • Pattern recognition
  • Idea recycling
  • Bottom-up
  • Constant monitoring
  • Return capture & stop loss rules
  • Zero net, low Beta
  • High idiosyncratic risk ~75%
  • Diversified (~50 longs)
  • Low short concentration
Team

Built by specialists.
20+ years each.

 

Matt Starick

Chief Investment Officer & Founder

Michael Bastin

Chief Operations Officer

Jim Lewis

Energy Infrastructure Vertical Head

Mark Busuttil

Critical Commodities Vertical Head

Dugald McNee

Head of Trading
Contact

Partner with us.

Clean Alpha Partners works exclusively with institutional investors, family offices, and qualified fund allocators seeking sophisticated, market-neutral exposure to the energy transition. Please submit your contact request using the contact form or contact us directly.

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