Proxy P

Proxy P is a Swedish regulated AIFM manager with focus on the renewable energy and energy technology sectors. We manage a Long/Short global equity fund with the goal to deliver return around the Energy Transition Theme (ETT). The Proxy long short renewable energy fund delivered 83% in 2020 and 46% in 2019. • Proxy P is a signatory and member of the UNPRI. Environmental, Social and Governance aspects (ESG) are fully integrated into the investment process • Energy Transition Theme (ETT), electrification and ESG related markets globally will create tailwinds for outperformance • Capex costs related to renewables energy have been reduced dramatically and continue to drop, further supporting the ETT transition • ETT matched with growth momentum criteria delivering superior growth and absolute alpha • Inhouse quant expertise and proprietary quantitative and portfolio management system • Discretionary top down approach combined with quantitative bottom up and categorisation methodology