$38 billion deployed across the critical-minerals cycle.
Five active funds, twenty-three institutional investors, and a fourteen-year average LP tenure — built on operator partnerships from mine to midstream.
Five sector-specialist strategies.
Each fund runs a discrete sector mandate with its own investment committee, operator relationships, and pacing. Explore any fund for strategy, thesis, portfolio construction, and deployment status.
Battery Metals
Lithium, cobalt, Class-1 nickel, battery-grade copper, and graphite — the metals that store the energy transition.
Explore Fund I →Rare Earths & Magnets
Neodymium-praseodymium oxide, dysprosium and terbium, and NdFeB magnet production through midstream processing.
Explore Fund II →Uranium & Nuclear Fuel
In-situ recovery and conventional uranium, conversion, and HALEU enrichment across the full fuel cycle.
Explore Fund III →Copper & Industrial Metals
Tier-one copper orebodies plus zinc and molybdenum — growth, development, and structured capital across the industrial-metals complex.
Explore Fund IV →Royalties, Streams & Specialty
100% NSR and GSR royalties and metal streams — inflation- and production-linked cash flow across the mining cycle.
Explore Fund V →Platform Track Record
Five funds deployed across critical-materials markets from battery metals to royalties. See the platform-level strategy and cycle discipline.
Read the strategy →Portfolio allocation by fund.
Aligned jurisdictions, mine to midstream.
Deployment concentrates in the United States, Canada, and Australia, with select exposure to Chile, Peru, and Brazil for tier-one orebodies. All investments clear our foreign-adversary and sanctions screen before committee.
Midstream processing capacity — refining, conversion, and magnet manufacturing — is prioritized inside allied jurisdictions to protect against supply-chain concentration risk.
Detailed fund materials available on request.
Quarterly reports, DDQs, side-letter templates, and fund-level performance are provided to qualified institutional investors through our LP portal.