Codrus Capital
Real Assets
Within the Real Assets investment category, the Energy, Commodities and Transportation (“ECT”) sectors represent traditionally the core of economic activity and despite their cyclical nature offer significant investment opportunities.
The transition to Economy 4.0 that started at the beginning of our century poses challenges but also exponential growth prospects as technology is dramatically changing the model of future value creation in the ECT value chain.
Climate change is driving the prospects of multiple sub-sectors within the ECT value chain and Codrus focuses on transition winners that have the ability to generate attractive returns on capital, either through net cashflow generation or equity valuation upside.