Alpha + Impact
A fundamental long/short hedge fund investing across the interconnected sectors of the energy transition. With decades of experience across these sectors, we navigate the complexity of this multi-decade shift by going deeper in the supply chain from industrials and utilities to chemicals, mining, autos, and technology. Our team is on the ground in the UK, US, and Asia.
Meet the TeamOur Approach
Led by Nishant Gupta, Kanou Capital is an energy transition hedge fund manager. This is a continuation of the work Nishant has been doing at Clean Energy Transition and Fidelity. He brings over 15 years of global buy-side equity investment experience, including roles in Tokyo, New York, Boston, Hong Kong, and London.
Kanou's focus is on picking stocks from a broader universe, which includes core energy transition equities in CleanTech and Electric Mobility, as well as sectors impacted by the transition, such as energy, industrials, chemicals, mining, utilities, and technology.
The portfolio consists of concentrated ideas. The position sizing is based on company-specific idiosyncratic and macro risks, liquidity, edge, and risk/reward with factor awareness. Kanou dynamically monitors risk/reward, custom factors, and crowding exposure on a real-time basis.
About Us
Kanou Capital is an energy transition hedge fund manager led by Nishant Gupta. We believe that the ongoing energy transition is an irreversible and long-term trend. Our fundamentally-driven investment process focuses on identifying the winners and losers of this megatrend. With over 50 years of combined experience in energy transition sectors, our team is uniquely positioned to deliver alpha for our clients.
Why Kanou
可能
Japanese word Kanou (written as 可能) means "Possible"
Regarding energy transition, "可能" highlights the various opportunities, challenges, and uncertainties associated with moving towards a more sustainable and low-carbon energy system. It acknowledges the complexity of this transition, involving technological, economic, social, and political dimensions.
Latest Insights
Our latest research explores the economic benefits of clean energy investment in the United States, quantifying $2.36 trillion in projected benefits from the planned shift to clean energy.
View Insights