As a voracious appetite for all the metals that feed these various supply chains accompanies the energy transition, shortages are bound to emerge. Most long-term forecasts into 2030 indeed show deep structural deficits appearing, especially for lithium, silver and copper. Targeting the corresponding investment opportunities is therefore the goal of the fund. It seeks superior risk-adjusted returns from a well-diversified portfolio of high-quality assets.
Investments may also include some promising earlier-stage projects of small-cap producers with outsized return potential. The fund is managed by Singapore-based Arcane Capital Advisors, an investment boutique with a 15-year fund track record in renewable energy. Only accredited investors may subscribe.
