The Strategy seeks to provide investors with capital growth over the medium to long term by investing in companies involved in the nuclear energy industry with a key focus on the uranium sector. The investible universe includes companies involved in the exploration, development and production of uranium assets in addition to infrastructure and service providers.
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The strategy employs a long short fund approach to invest globally across metals & mining, energy, soft commodities and carbon. Predominantly focused on large capitalisation and liquid equities, the strategy can also invest in other asset classes such as credit and commodities.