Investors looking to invest in the energy transition often assume they have only two options: traditional energy or clean energy.
The energy transition requires a wider lens.
It is a structural megatrend reshaping sectors that, at first glance, seem unrelated. However, every sector of the economy is impacted.
We’ve partnered with Tall Trees Capital, an investment boutique that’s got an eye for identifying the businesses that are either creating or destroying value as part of the transition.
They’re investing across the entire value chain in companies developing solutions to three critical issues—decarbonization, energy security, and energy access—through a global long/short equity strategy that seeks to deliver uncorrelated, above-market returns.
As active long-short equity managers, they’re well-positioned to manage risks, hedge volatility, understand complexity, and discover non-obvious opportunities on both the long and short side of the book.
Tall Trees’ founder, Lisa Audet, worked for Discovery Capital Management, led by Rob Citrone, a Tiger Cub.
- From 2014 to 2018, she was responsible for energy and commodity investments, with an average annual exposure of $1.2 bn.
- Bloomberg named her one of only 9 Top Female Fund Managers to Watch in 2021
- In 2023, she was included in Forbes' 50 Over 50 List in the Investment Category.
Lisa speaks three languages, has lived and worked extensively in emerging markets, and, as a female fund manager, is a rare bird in the hedge fund industry. She also has a track record of crushing it—especially on the short side.
We’re working with Lisa and her team on their sales and marketing strategy, including helping her connect with RIAs and family offices, as well as designing a new website that will launch in summer 2024!