Strategies

Covalis Capital leverages its expertise in the energy transition sectors to deliver solutions across Hedge Funds, Long Only, and Co-investment Strategies (public and private).

The team’s fundamental research approach is centered on developing a clear variant perception in our investments, and identifying catalysts that will unlock value.

Hedged Strategies:

wind turbine in field

Master Strategy

Launched in 2012.
This strategy is primarily focused on Equity Long-Short investments, but also has the flexibility to invest in Fixed Income, Commodities, and Private Investments.

Solar on unit roof

Enhanced Strategy

Launched in 2016.
This strategy is primarily focused on Equity Long-Short investments, but it also has the flexibility to invest in Fixed Income.

Co-Investments

Wind turbine in the cloud

Public

High-conviction trades that are run tightly hedged, similar to our hedge funds.

Private

Sourcing off-market opportunities in the proven sustainable energy complex.

Long Only

Solar on roof

Energy Transition Strategy

Launched in 2020.
This strategy has a concentrated portfolio of high-conviction, medium-term long ideas.