By way of background SAU Capital Partners is a L/S & special situations fund focused on Metals and Mining. We focus on the secular trend of green metals. As you probably know, the metals industry is critical to facilitating the bulk of the decarbonization that the Paris agreement requires by 2050.
Furthermore, given that our strategy does have ESG components to it, we have high conviction that we will see more large asset management firms lean more towards sectors like green metals to satisfy their ESG obligations providing a fund flow tailwind for many of our investment candidates that we have targeted.
