The Firm
We invest in the infrastructure that connects energy, computing and intelligent software. Our approach begins with a simple conviction: these are parts of one system, and their future depends on how well they work together.
We take a long-term view of the full value chain, connecting the physical foundations of the intelligent era with its emerging possibilities. Our ambition is to turn that connection into lasting value for people and communities.
Principles
Each position is priced by its constraints upstream and its customers downstream — never in isolation.
Every deal team pairs investors with operators who have built the asset class they are pricing.
We buy what we would be proud to hold through two cycles, and operate it that way from day one.
Plain-language reporting, marked honestly, delivered on time — in good quarters and bad.
Leadership
Board Chair
Henry combines more than 15 years of investment and management experience across oil and gas and civil engineering with expertise in business development and public relations. He holds a PhD and has an academic background at Imperial College London.
Technology & Infrastructure
Rex works at the intersection of machine learning, computational biology, generative AI and next-generation infrastructure. He brings more than a decade of technology experience across the United States, Europe and China, holds a PhD, and has an academic background at Harvard.
Legal & Compliance
Samantha brings more than 20 years of experience navigating the legal and regulatory complexities of international trade. A Juris Doctor, she combines expertise in law, regulation and compliance with a deep understanding of cross-border commerce.
UMRA