A specialized investment manager focused on compliance carbon and environmental markets.
A B O U T
HOW CARBON PRICING WORKS:
In cap-and-trade systems, regulators set declining emission limits and issue tradable allowances, each representing one ton of CO₂.
Regulated companies and facilities must purchase and surrender allowances equal to their emissions, creating structural demand tied to covered economic activity across power generation, transportation fuels, industry, and other regulated sectors.
As emissions limits tighten over time, allowance supply declines while compliance obligations persist, driving price formation in these markets.
We believe carbon prices are set to rise as governments increase market stringency to achieve climate targets and raise meaningful revenue. As decarbonization requirements intensify, allowance supply is scheduled to decline faster than many sectors can realistically reduce emissions, creating sustained upward pressure on prices.
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Program design features — including auction structures, price floors, and cost containment reserves — help define downside risk while preserving meaningful upside potential. With multiple markets entering more stringent phases and institutional participation still limited, we view the current environment as a compelling entry point.
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