| Energy Portfolio · 50% Allocation · Powering Tomorrow |
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Energy represents the cornerstone of our investment strategy, commanding 50% of our total portfolio allocation. We invest across the full spectrum of the energy transition—from utility-scale solar and wind generation to green hydrogen production, battery storage systems, and electric vehicle charging infrastructure. Our energy assets are strategically positioned across North America, Europe, and Asia, capturing the $10 trillion global opportunity presented by the decarbonization of power generation and transportation. Through partnerships with Tesla and BYD, we have secured preferential access to the most advanced battery and charging technologies available. Every energy asset in our portfolio is operational and income-producing—generating predictable cash flows through power purchase agreements, charging fees, and grid service contracts. We don't speculate on energy prices; we own the infrastructure that benefits from long-term secular trends. |
Energy Sub-Allocation Breakdown
Our 50% energy allocation is diversified across four sub-sectors, each positioned to capture different phases of the energy transition.
Solar Energy · 40%
2.1 GW installed capacity across 8 utility-scale farms. 25-year PPAs with investment-grade utilities providing predictable, inflation-linked revenue.
Wind Energy · 35%
1.8 GW operational across 6 countries. Onshore wind farms in high-capacity-factor regions delivering consistent generation profiles.
Green Hydrogen · 15%
3 pilot plants in the European Union producing green hydrogen for industrial applications and heavy transport decarbonization.
EV Infrastructure · 10%
5,200+ Tesla Supercharger V4 stations and BYD charging points generating recurring revenue as EV adoption accelerates globally.
TESLA Energy Infrastructure
Our strategic partnership with Tesla extends across Supercharger networks, Megapack storage, and Solar Roof technology—creating a vertically integrated energy ecosystem.
5,200+ Stations
Ultra-fast charging corridors along major highways. Each station generates recurring revenue while appreciating as EV adoption accelerates toward 50% of new car sales by 2030.
12 GWh Deployed
Utility-scale battery storage stabilizing renewable-heavy grids. Megapack installations earn revenue through frequency regulation, peak shaving, and capacity market contracts.
$320M Invested
Residential and commercial solar roof installations generating predictable 20-year cash flows through power purchase agreements and net metering programs.
BYD Energy Storage
BYD—the world's largest EV manufacturer—provides our portfolio with industry-leading battery technology and energy storage systems.
500K+ Packs
Revolutionary LFP chemistry that passes nail penetration tests without fire. 3,000+ charge cycles with 30% cost advantage over NCA alternatives.
15 GWh Installed
Battery Energy Storage Systems providing grid stability and renewable integration for industrial facilities across Asia and Europe.
Energy Technology Comparison
| Technology | Capacity | Revenue Model | Growth Rate |
|---|---|---|---|
| Solar Farms | 2.1 GW | 25-year PPAs | +18% YoY |
| Wind Farms | 1.8 GW | Feed-in tariffs | +12% YoY |
| Green Hydrogen | 3 pilot plants | Industrial offtake | +35% YoY |
| Tesla Supercharger | 5,200+ stations | Per-kWh charging fees | +28% YoY |
| BYD BESS | 15 GWh | Grid services | +22% YoY |
Energy Project Gallery
From the solar fields of Nevada to the wind farms of the North Sea—our energy assets span the globe.
Energy Portfolio Performance
$1.2B+
Energy Assets Deployed
4.2 GW
Total Generation Capacity
15.8%
Energy Portfolio IRR
8
Countries of Operation
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