We dive deep into our sectors. Our research drives our insights and thesis-driven approach.

Turning returns (and deadstock) into revenue

If you've been researching "energy demand" in the past few months, you've likely come across a series of articles from national outlets like the New York Times, Wall Street Journal, and Washington Post discussing the recent surge in energy demand and the expected surge to come. These outlets have picked up on the news because this surge represents one of the most significant disruptions to the status quo of the United States’ energy system since Edison. Notably, however, these articles stop right before offering solutions. That’s not because the journalists at the New York Times don’t know how to round out a good story – they took that rhetoric class, too. So why is it?

The Equal Ventures Insurance Index is a quarterly summary of public equity performance in the P&C insurance industry. This post summarizes performance of our insurtech/legacy indices in Q1 2024, highlighting key themes and trends in valuations.

Our core belief within our climate thesis is that we are experiencing a once-in-a-lifetime inflection point of the grid, the development of a distributed energy economy. While the grid has long operated like an industrial supply chain for much of the last century, the explosive growth of internet-connected energy devices (also known as Distributed Energy Resources or DERs) is demonstrating an adoption curve that outpaces the growth of users on the internet from 1990-2020. This inflection point represents limitless possibilities for how we use, consume and manage energy.

Today, we’re excited to announce our 3rd Annual Emerging Manager Circle Summit.