Investment Philosophy

Waratah Electrification & Decarbonization Fund (“E&D”) is invested in high quality battery material and related EV and decarbonization investment opportunities. While the first wave of lithium developer value creation was substantial, it also came with enhanced volatility and high risk given the early stages of electrification. As the second phase of lithium project development occurs, with electrification inflecting to mainstream for the industry and investors, E&D is positioned to grow equity participation in lithium development companies and related sector opportunities.

Highlights

Seeks to take advantage of the electrification of transportation and climate technologies – a uniquely rare investment opportunity.

Targeting attractive double digit returns.

Why Use this Fund?

Private offering from a team with proven success investing in the thematic.

Continued major investment by companies across the world into battery, cathode, and battery raw material plants as they seek to capitalize on this once in a hundred-year dynamic.

Strategy

Private Equity

Strategy Inception

January 2022

Lead Portfolio Manager

  Blair Levinsky