Our Strategy
Climate change will significantly impact investment portfolios and returns
The global energy system is being rebuilt around low-cost renewables, widespread electrification and tightening carbon regulation. This transition is reshaping the value of assets across every portfolio, creating durable opportunities for investors positioned early in the real assets that enable it. Four forces underpin our thesis:
Massive build out of renewables
Low-cost, reliable solar and wind will dominate electricity supply and displace fossil fuels.
Electrify everything
Electrification of transport, industry and heat is the key energy trend and will drive a step change in power demand.
Grid stability and resilience
Enormous investment needed in the electricity grid and battery energy storage systems.
Carbon regulation and disclosure
Ever tightening regulation of carbon emissions and carbon reporting underpinned by carbon taxes and border adjustments.
Real assets, proven technologies
Our strategy rests on six principles, refined across decades of building, financing and operating renewable energy businesses.
- Solar and bioenergy in select markets
- Invest in proven technologies in power markets where renewable energy is priced at realistic, economic levels.
- Invest early in project development life cycle
- Early-stage investment managed by an experienced team is key to managing risks effectively and achieving attractive investment returns.
- Maintain control of investments
- Retaining control is a key lesson from real estate and renewables PE funds. Enables the investment team to build scale, refinance and exit.
- Utilise prudent leverage
- Arrange sustainability-linked financings to achieve optimum credit terms and loan pricing. Avoid risk from excessive leverage.
- Readiness for environmental markets
- Carbon credits and renewable energy certificates offer potential upside for projects with a good sustainability track record, provided they are properly registered.
- Impact and sustainability
- Deliver annual report card on emission reductions and contribution to targeted Sustainable Development Goals.
SC Renewable Energy Plus Fund 1 LP
A Singapore domiciled and MAS licensed renewable energy fund targeting an 18% gross IRR and a target 5% annual distribution from 2026, focused on solar and bioenergy in New Zealand and Australia.
Committed to responsible investment and the UN Sustainable Development Goals
