Press & Media
Kanou Capital in the press.
An in-depth interview with Kanou Capital's founder and CIO on building a repeatable, process-driven investment framework for the energy transition. Discusses navigating capital cycle dynamics across US, European, and Asian markets, and the journey from Fidelity and Lansdowne Partners to launching Kanou with US$100 million in seed capital.
Read articleBloomberg reports on Kanou Capital's contrarian positioning in the energy transition space. Nishant Gupta discusses how the fund navigates the current market environment where clean energy sectors face significant headwinds, while identifying opportunities across the broader energy transition landscape.
Read articleAI-CIO profiles several new specialist managers making sector, relative value, and fundamentals-based trades in commodities. Nishant Gupta discusses Kanou Capital's approach to energy transition investing and the opportunity set across metals, mining, oil and gas.
Read articleBloomberg reports on Nishant Gupta's plans to launch Kanou Capital, a long-short equity fund focused on the energy transition. The fund takes a picks-and-shovels approach, investing across the complex, interconnected energy supply chain by understanding both short-term dislocations and long-term structural shifts in the sector.
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