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Powerful forces are now aligned in humanity's energy supply. The carbon-based sources of the past are running into substantial issues, including supply constraints, geo-strategic power-plays and environmental pressures.
What to do? A few truths are clear:
- Humans will continue to increase their energy consumption
- The sources of the past will not be as dominant in the future
- Making more efficient use of energy will be a dominant theme in the new world order
These changes will have an impact on humanity's development as substantive as some of the tectonic changes of the past, including the Internet and the Information Revolution.
Join us in investing in this new opportunity. We use a unique value-growth view of market evolution to identify and define high-return opportunities. We invest in opportunities and management teams that share our value-growth objectives and our strategies for exploiting likely market developments.
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