A SECTOR IN TRANSITION
The global energy sector is undergoing a transformation from fossil-based systems to renewable sources, a process that can create breakout winners and losers – and opportunities to capitalize on both.
Satori Environmental is led by Paul Strigler, an 18-year veteran of the industry with highly specialized market knowledge. Paul has been continuously focused on in renewables and various sub-sectors since the beginning of their public markets inception, and in June 2009 he helped launch what would become the longest-tenured renewables-dedicated hedge fund in the world.
AN ACTIVE LONG/SHORT STRATEGY
Utilizing both long-term investments and short-term opportunistic trading, Satori Environmental’s strategy seeks to capitalize on breakout wins and losses within the most important megatrends and themes in the energy transition landscape.
Satori Environmental invests within a curated, diversified investment universe of more than 280 publicly traded companies comprising approximately $2.4 trillion of market capitalization.
SECULAR THEMES & TRENDS
- Utility-Scale Generation
Decarbonization is driving investment in solar, wind, geothermal, and hydro
- Distributed Generation
Decentralization of electricity production is enabling the proliferation of residential solar, battery storage, microgrids, and more
Need for low-cost but intermittent renewable generation is facilitating the emergence of battery and other nascent forms of energy storage
Decarbonization and electrification are accelerating the adoption of electric vehicles and advanced biofuel
- Difficult-to-Abate Sectors
Renewable electricity can eliminate greenhouse gas emissions in difficult-to-abate sectors such as steel, cement, oil refining, and agriculture
Energy transition is creating unprecedented demand for corporate, consumer, and project finance services
- Raw Materials
Demand for core raw materials such as lithium, cobalt, nickel, aluminum, copper, polysilicon, graphite, glass, and more is outstripping supply
Nearly 20 years of specialized market knowledge from a continuous focus on renewables and various sub-sectors since the beginning of their public markets inception.
Satori Environmental has connections to sector investors, management teams, and thought leaders that provide critical insights into markets.