Arcane Green Metal Fund
Investing In The Metals Building The Future
The two largest growth stories in the world – Artificial Intelligence and The Electrification of Everything – depend on the minerals that make them possible. The Arcane Green Metal Fund invests in companies across the global mining value chain that supply the metals essential for datacentres, electrification, energy storage and electric transportation, offering investors exposure to the materials shaping tomorrow’s economy.
Our Conviction
In a gold rush, invest in shovel-makers
We believe it is nearly impossible to determine the long-run winners of the red-ocean markets in electric vehicles, datacentre owners, solar manufacturers, etc. Nevertheless, these first principles remain true:
1) The world continues to need the key benefits of transportation, compute capacity, low-cost electricity, etc.;
2) These markets will expand and disrupt existing solutions due to their intrinsic economics driving their competitiveness;
3) Ergo, volumes in these sectors will grow rapidly, consuming vastly-growing quantities of metals.
We therefore invest in the shovel-makers of this modern gold rush. Regardless of who wins in the red-ocean markets, these growing metals markets will be the rising tide that lifts the individual miners in them, offering long-term investment opportunities.
The Arcane Green Metal Fund pursues a focused, actively managed investment strategy built on independent research and deep sector expertise. By specialising in the global green metals ecosystem, we seek to identify high-quality opportunities that can deliver sustainable, long-term value for our investors.
Where We Allocate Capital
Battery Metals
Lithium, nickel, and cobalt supply chains powering electrification.
Base Metals
Copper and aluminum for grid infrastructure and industrial demand.
Precious Metals
Gold and silver as macro hedges within the portfolio.
Critical Minerals
Rare earths and specialty materials with concentrated supply.
