Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Dar Global

    MCap

    USD1,486m

    Last close

    USD8.25

    ▲ −0.25 (−2.94%)

    Theon International

    MCap

    EUR875m

    Last close

    EUR12.50

    ▲ 1.44 (13.02%)

    Metals One

    MCap

    GBP2m

    Last close

    GBP0.00

    ▲ 0.04 (8.89%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Vantage: Investing for impact with Downing’s diversified approach to the energy transition

Vantage: Investing for impact with Downing’s diversified approach to the energy transition

The energy transition is a key challenge and opportunity facing investors today. Tom Williams, partner and head of energy and infrastructure at Downing Renewables & Infrastructure Trust (DORE.L), discusses the fund’s diversified strategy for investing in renewable energy assets across technologies and geographies. Williams explains how Downing’s focus on aggregating small hydro assets and modernising these plants in Sweden allows it to optimise returns while reducing carbon emissions. He also shares the fund’s approach to managing inflation risk and leveraging opportunities such as co-locating solar and battery storage at existing sites. We discuss priorities for allocating capital and Williams explains how the share buyback programme at Downing offers compelling returns at a time when the trust trades at a discount to NAV and has a dividend yield in excess of 7%.

< Previous
Next >

You may also be interested in these:

Investment Companies

Vantage: Gresham House Energy Storage Fund – Navigating challenges in energy storage

Investment Companies

Baillie Gifford US Growth Trust – executive interview

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free