Clean Energy Transition LLP

Clean Energy Transition LLP is a UK-authorised AIFM that provides discretionary investment management to pooled private funds and three segregated managed accounts for institutional and other sophisticated investors, with approximately $4.0 billion in regulatory assets under management. The firm offers its private funds into the U.S. under Section 4(2)/Regulation D and also acts on delegated mandates for certain Irish-domiciled ICAV sub-funds.

The firm operates two primary strategies: Energy Dynamics, an equity long/short strategy covering core energy and energy-linked sectors, and Clean Energy, an equity long-only strategy focused on clean generation, new energy technologies and power infrastructure. Investment decisions combine top‑down macro, policy and industry analysis with bottom‑up company research (including frequent meetings with management); the firm uses derivatives and short positions and runs a concentrated internal Focus Fund alongside the other pooled vehicles.

A few features distinguish the firm from many U.S.-registered managers: it is based in London and authorised and regulated by the UK Financial Conduct Authority, and its brochure documents a spin‑out from Lansdowne Partners’ Global Energy Team, reflecting continuity of prior strategies and fund structures. The firm also discloses practices that are less common among peers — including the ability to provide tailored side‑letter terms to significant investors, the use of a Research Payment Account for research charges, and explicit ESG exclusions (no investment in coal, oil and gas extraction companies and screens against the Carbon Underground 200 and certain Norges Bank exclusion lists).