Consistent, Proven Investment Strategy

Energy Investors Funds is a global investor with a primary focus in the United States and an upper quartile fifteen-year investment record. Our consistent, proven investment strategy is to create geographically and technologically diversified portfolios of electric power-related assets that provide superior risk-adjusted equity returns with current cash flow and capital appreciation. As investment managers we seek to mitigate commodity risk (fuel and electricity) by focusing primarily on acquiring power assets with long-term off-take contracts.


Geographic and Industry Focus

Energy Investors Funds evaluates investment opportunities in most segments of the U.S. power and electric utility sectors. This includes electricity generating, transmission, and energy services assets, energy and utility company ownership interests, and utility service deployment investments.


Market Development and Deal Sourcing

As a result of our longevity as a private equity fund manager targeting the U.S. power market, Energy Investors Funds’ investment team typically reviews most major electricity and power sector finance opportunities introduced to the U.S. market. We have proprietary relationships with deal sponsors and a superior record of negotiating deals directly rather than participating in auctions or as a non-lead investor. Energy Investors Funds has developed, and will continue to develop and maintain strong relationships with major industry participants, including developers, lenders, investment bankers, lawyers, consultants, engineering firms, and others who are excellent sources of potential investment opportunities. Drawing on many years of experience, the Company’s investment team identifies opportunities and conducts preliminary screening and due diligence on prospective investments. We are confident that Energy Investors Funds has investment access to virtually all financings, acquisitions, and dispositions that occur in the United States power sector.


Value Added: Key Governance Provisions and Active Asset Management

In each investment, Energy Investors Funds seeks key governance provisions that allow for board representation, General Partner or other controlling ownership positions, active management roles, and voting rights with regard to all issues that are critical to an asset’s performance and value. We target assets and projects where we can assume a major investment position, and deploy our investment and asset management personnel to add value by improving project structure, operations, performance, and returns. Following an investment, Energy Investors Funds, led by the Managing Partners and the Asset Management team, actively monitors the financial and operating performance of each investment. We adhere to a philosophy of hands-on financial, operational, and strategic management for portfolio optimization to maximize returns to our investors.


Tailored Investment Strategies

Energy Investors Funds develops tailored investment strategies for each of its funds. Primary strategies include:

• Unlocking value embedded in undervalued utility and generation assets
• Owning a significant equity position in projects and generation companies
• Diversifying through allocation of investment capital by geography, location, technology, fuel type (we invest in all fuels except nuclear), stage of investment, and type of investment
• Serving as a capital market and financial structuring advisor and resource to lenders, investors, and other financing sources
  
  

Co-Investment Opportunities

Energy Investors Funds can and has pursued investments that require more equity than our funds can provide. This can be due to the size of the investment opportunity, portfolio diversification considerations, or project-specific needs. In certain cases, we may offer our investors the opportunity to co-invest alongside our funds or to invest directly in the opportunity.

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