Investment Philosophy

A NEW ENERGY MARKET IS EMERGING.

We are witnessing a tectonic shift in the energy sector as it struggles to meet rampant demand by developing secure, clean supply. We believe that massive capital flows will run to upgrading electrical grids and investing in alternative energy. According to the International Energy Agency (IEA) the most significant emission reductions of Green House Gases (GHG) between now and 2050 will come from end use efficiency (45%), carbon capture and storage (20%), nuclear power (6%) and the total renewable sector consisting of wind solar and wave (6%). Traditional forms of energy generation such as coal and gas have been fingered as the main culprits for climate change, heralding a drive for clean and secure alternative energy supply. Against this backdrop, global energy demand is expected to grow by 66% over the next 23 years (Agency for Natural Resources and Energy).


THE CARBON LOGIC OPPORTUNITY.

Carbon Logic is an investment fund focused on the opportunities in alternative energy, upgrading the electrical grid and pollution control, primarily in the USA which faces a dramatic shortfall in supply. Carbon Logic is ideally placed to capitalise on the global shift towards cleaner energy solutions in response to climate change.