cleantechcompanies
Massif Capital commentary for the third quarter ended September 2020 discussing their largest contributors Ivanhoe Mining, Turquoise Hill and Lithium America.Q3 2020 hedge fund letters, conferences and moreDear Friends and Investors,The core portfolio for Massif Capital was up 6.2% during the third quarter of 2020. Year-to-date, the portfolio has returned 29.5%. A detailed report on individual account performance will be provided to investors in the coming days.Portfolio Attribution: Ivanhoe Mining, Turquoise Hill and Lithium AmericaThe third quarter was a volatile one for the portfolio, with ...
ValueWalk
In our recent writing on the energy transition, one of the themes we have touched on is the need to increase investment in two types of firms: transitioning companies and enabling companies. These are businesses that either make goods to enable a transition or businesses that produce economically critical goods that need to transition their processes to lower carbon outputs.Q3 2020 hedge fund letters, conferences and moreInnovation In Cleantech CompaniesEnablers may spring from existing firms or emerge as new businesses. The opportunities range from carbon capture technology to grid-scale batt...
ValueWalk
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