Ellerston Capital Chief Investment Officer and Portfolio Manager David Keelan has been featured in the Australian Financial Review’s Monday Fundie, discussing the investment philosophy and opportunities behind the Ellerston 2050 Fund.
In the feature, David explores why Australia’s energy transition extends well beyond traditional renewable energy, with significant investment required across digital infrastructure, data centres, electricity transmission, power management and energy efficiency.
As David puts it, “We’ve gone from a mining boom to an energy boom.”
The article also looks at how the Fund is investing across listed and private markets to identify the businesses providing the “picks and shovels” required to support Australia’s transition towards net zero by 2050.
Read the full AFR Monday Fundie feature:
The superstition helping Ellerston’s ASX fund to beat the market