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OpeningAll Rounder Group

Mandate

One standard. Every sector.

Choose an industry. The questions change, because the setting changes. The tests do not. Nothing here is a portfolio, a product, or an invitation to invest.

Sector

Energy and resources

Commodities, conversion, and the infrastructure around them.

What we look for

  • A cost position that survives a low price.
  • Contracts, not slogans, for anything labelled transition.
  • Political and permitting risk written down.

Questions we ask

  1. 01What through-cycle price can we live with?
  2. 02Who can stop the project?
  3. 03What is the abandonment or remediation bill?

How we might structure it

Listed equity, contracted cash flows, and project credit with security we have read.

We would rather decline

A reserve report standing in for a business, or a transition label with no offtake.

The structures named above are ways the firm is willing to think. They are not securities on offer. We do not publish holdings or a track record on this website.

Have a situation that does not fit a box?

That is the point of the mandate. Send the facts, not a sector label.

Enquire