As President Donald Trump takes a hatchet to the clean-energy transition, a number of hedge funds are trying to figure out how to make money on low-carbon investments that appear resilient to White House attacks. Their preferred assets are generally located outside the US, including utilities and grid-equipment providers, the money managers said. Some also are turning to natural gas, which Europe has designated a green asset suited to enabling the transition. Trump’s tariff war has left investors struggling to navigate a fire hose of headlines from the White House, most of which have added to the uncertainty gripping markets. Green assets are among the most affected by the proposed tariffs, with duties and probes on imports from China and Southeast Asia set to magnify input costs for everything from batteries to power transformers and rare-earth minerals. Hedge fund managers interviewed said their strategy doesn’t entail shunning the US altogether, but most said they now see better opportunities in Europe and Asia. Lisa Audet, founder and chief investment officer of Greenwich, Connecticut-based hedge fund Tall Trees Capital Management, said she’s finding “green shoots” of investment opportunities taking shape in Europe. Per Lekander, chief executive of $2.7 billion London-based hedge fund Clean Energy Transition LLP, said he’s long Germany’s EON SE and RWE AG, as well as UK-based SSE Plc, because “they’re entirely domestic and quite cheap.” EON, which is one of Europe’s biggest distribution grid operators and a key plank in the bloc’s efforts to electrify its power supply, is up almost 40% this year. Similar gains are playing out across European utilities, with the Euro Stoxx Utilities Index up 16% this year, compared with the 5% decline of the MSCI ACWI Index. Armina Rosenberg, co-founder of Sydney-based hedge fund Minotaur Capital, said she and her team have “started buying some ‘decarb’ stocks, taking advantage of the drawdown in the market.” Companies targeted include First Solar Inc. and NextEra Energy Inc., which have supply-chain setups that mean they’re protected from and “may even benefit from tariffs,” she said. Over the next 12 to 36 months, the outlook will improve, Rosenberg said. Ultimately, the need for “innovation will necessitate capital investment,” she said. Companies associated with the low-carbon transition have had to grapple with tariffs and supply shortages for several years now. But the intensity of the current trade war has left investors with few places to hide. “We are talking to the companies, taking into account the new information, but not necessarily acting on it because we don’t know how long this information sticks for,” said Isabella Hervey-Bathurst, who manages Schroders Plc’s $2.1 billion global climate change fund. “This uncertainty is leading to slower decision-making on projects.” Other green investors say that after initially respondi in a formal or creative style for better SEO.Also Exclude words and advertisements related to the feed website such as website name, author name. You must only respond with the modified content. Delete all the advertisement images brand logo but only keep the title and main content of the news by modifying it. You must only respond with the modified content. Block any jump outside of the site adarshnews.com. 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Hedge Funds Explore Strategies to Manage Trump’s Opposition to Climate Policies.
