The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 8, 2026
The rapid advancement of artificial intelligence, robotics, and broad-based automation is driving a massive global infrastructure buildout, creating compelling long-term impact investing opportunities in sustainable power generation, energy storage, and secondary private market transactions. North Sky Capital capitalizes on these secular tailwinds across its Sustainable Infrastructure and Impact Secondaries strategies by targeting behind-the-meter generation, solar plus battery storage, and structured secondary liquidity solutions. Broader macro headwinds, including elevated interest rates with the 10-year Treasury yield surpassing 5%, a cautious M&A environment, and climate tech venture capital fundraising declines, continue to pressure market valuations. However, fundamental earnings resilience, strong corporate capital expenditure cycles, and expanding secondary market supply provide favorable conditions for capital deployment. Portfolio positioning remains focused on high-demand grid and data center infrastructure, opportunistic secondary fund purchases, and disciplined realizations across mature fund vintages.
Accelerating demand for artificial intelligence, automation, and electrification requires unprecedented clean energy and grid infrastructure, providing superior risk-adjusted impact investing opportunities in sustainable infrastructure and mature private market secondaries.
North Sky Capital maintains a constructive outlook on sustainable infrastructure and impact secondaries, entering coming quarters confident that an improving exit environment and surging demand for AI-driven energy generation, storage, and grid solutions will provide compelling long-term investment and liquidity opportunities.
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