Sustainability & Transition

As alternative investors in the energy transition complex, Covalis Capital also employs a proprietary research framework that targets companies poised to navigate the continued growth of renewables and the increased focus on electrification to deliver on a more efficient and technological advanced economy.

Solar Farm

Sustainability and transition research

Rigorous fundamental research into power demand growth, electrification, and industrial transformation drives Covalis' ability to identify high-quality businesses and anticipate inflection points across the energy and infrastructure landscape. Deep knowledge of complex regulatory, policy, and market structure frameworks enables the investment team to identify and navigate material operational, capital allocation, and demand-shift risks. Proprietary research into power markets, electrification, and industrial transformation is embedded at every stage of Covalis' fundamental investment process.

Strategies

Engagements

Constructive engagements are used to proactively enhance issuers' capabilities, supporting C-level executives and relevant stakeholders to unlock value, achieve targets, and address material risks.

The team believes that monitoring issuers' strategic positioning across power markets, electrification, and industrial transformation — as well as material operational, regulatory, and capital allocation risks — is key to capital preservation and alpha generation. Governance considerations also play a role in Covalis' proxy voting decisions.

Our Team
Field with wind farm in the background

Stakeholders and Industry Groups

As part of its engagement with multiple stakeholders, Covalis Capital actively participates in the sustainable and energy transition investment community. Covalis is a member of the Institutional Investors Group on Climate Change, MFA, and the Alternative Investment Management Association, as well as a signatory to the UNPRI, Climate Action 100+, and the Net Zero Engagement Initiative.

Sustainability program and policies

Information about the entire sustainability program, internal reports, Corporate and Sustainable Investing policies are available upon request.