Our Investments

Abaxx. Company Logo
LONG

Abaxx

Financial software company developing infrastructure for global commodity exchanges.

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BE Semiconductor. Company Logo
LONG

BE Semiconductor

Semiconductor assembly equipment manufacturing company.

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Constellation Software. Company Logo
LONG

Constellation Software

Programmatic serial acquirer of software businesses founded by Mark Leonard.

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Okta. Company Logo
LONG

Okta

American identity and access management cloud software company based in San Francisco.

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Silex Systems. Company Logo
LONG

Silex Systems

Australia-based Silex is focused on commercialising their laser uranium enrichment technology.

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Evolution AB. Company Logo
LONG

Evolution AB

Technology solutions provider to gaming operators.

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Delcath Systems. Company Logo
LONG

Delcath Systems

Company commercializing novel liver-directed treatment for metastatic ocular melanoma.

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Kodiak Sciences. Company Logo
LONG

Kodiak Sciences

Biopharma developing transformative medicines to treat high prevalence retinal diseases.

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Myomo. Company Logo
LONG

Myomo

Developing an electronic brace to help a user regain function in arms paralyzed by a stroke.

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Rxsight. Company Logo
LONG

Rxsight

Ophthalmic MedTech company developed lens that can be adjusted after cataract surgery.

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Soleno Therapeutics. Company Logo
LONG

Soleno Therapeutics

Company focused on the development of DCCR treatment for rare diseases such as PWS.

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Altimmune Inc. Company Logo
SHORT

Altimmune Inc

Pharma company developing a GLP-1 agonist, hoping to enter the weight-loss-drug market.

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Aduro Clean Tech. Company Logo
LONG

Aduro Clean Tech

Chemical recycling transforming plastic waste and bitumen into higher value materials.

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Frontline. Company Logo
LONG

Frontline

Frontline owns and operates a fleet of crude oil and refined product tankers.

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HEICO. Company Logo
LONG

HEICO

Serial acquirer across Electronic Components, Aviation MRO Services and Enterprise Tech sectors.

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Ivanhoe Electric. Company Logo
LONG

Ivanhoe Electric

Ivanhoe is focused on advancement of its portfolio of electric metals deposits in the US

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Rolls-Royce. Company Logo
LONG

Rolls-Royce

British multinational aerospace power systems manufacturing company.

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BWX Technologies. Company Logo
LONG

BWX Technologies

BWX Tech is a supplier of nuclear components and fuel.

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Jin Medical International. Company Logo
SHORT

Jin Medical International

Jin is a Chinese designer and manufacturer of wheelchairs.

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Mirion Technologies. Company Logo
LONG

Mirion Technologies

Provider of nuclear measurement, inspection and detection systems.

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Arbor Realty. Company Logo
SHORT

Arbor Realty

Lender providing debt capital for the multifamily residential and commercial real estate.

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Douglas Elliman. Company Logo
LONG

Douglas Elliman

Real estate firm providing services in residential, commercial, and luxury markets across the U.S.

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Athabasca Oil. Company Logo
LONG

Athabasca Oil

Energy company focused on the development of thermal and light oil assets.

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Boss Energy. Company Logo
LONG

Boss Energy

Australia-based uranium developer and producer.

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Cameco. Company Logo
LONG

Cameco

Canada-based global provider of the uranium fuel.

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Deep Yellow. Company Logo
LONG

Deep Yellow

Australia-based uranium developer of uranium assets in Namibia.

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Denison Mines. Company Logo
LONG

Denison Mines

Canada-based uranium exploration and development company.

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enCore Energy. Company Logo
LONG

enCore Energy

US-based uranium developer and producer.

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Invictus Energy. Company Logo
LONG

Invictus Energy

Upstream oil and gas company focused on sub-Saharan Africa.

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Melbana Energy. Company Logo
LONG

Melbana Energy

Upstream oil and gas company focused on Australia and Cuba.

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NexGen Energy. Company Logo
LONG

NexGen Energy

Canada-based uranium developer of Arrow deposit.

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Valaris. Company Logo
LONG

Valaris

Offshore drilling contractor.

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GE Vernova. Company Logo
LONG

GE Vernova

US company focused on renewable energy - gas, steam, hydro power and nuclear.

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Isoenergy. Company Logo
LONG

Isoenergy

Canada-based uranium exploration and development company.

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Lotus Resources. Company Logo
LONG

Lotus Resources

Australian-based Lotus Resources aims to restart uranium production at Malawi's Kayelekera Uranium Project, a past-producing mine with significant exploration potential.

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Siemens Energy. Company Logo
LONG

Siemens Energy

German company focused on renewable energy generation and energy transition technologies.

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Talen Energy. Company Logo
LONG

Talen Energy

Talen owns more than 12 GW of power (nuclear and lower-carbon gas-fired) facilities in the US.

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Brown & Brown. Company Logo
LONG

Brown & Brown

Insurance brokerage delivering growth and value from strategic acquisitions.

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Lifco AB. Company Logo
LONG

Lifco AB

Sweden-based private equity focused on dental, demolition, and systems solutions in 30+ countries.

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Mr Cooper. Company Logo
SHORT

Mr Cooper

Residential mortgage servicer in the United States.

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Sandstorm Gold. Company Logo
LONG

Sandstorm Gold

Gold royalty and streaming company providing funding to mining companies.

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Sprott Physical U Trust. Company Logo
LONG

Sprott Physical U Trust

The investment vehicle holding its assets in uranium in the form of U3O8.

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Teqnion. Company Logo
LONG

Teqnion

Serial acquirer of profitable industrial companies financed through own cash and bank loans.

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Nu Holdings Ltd. Company Logo
LONG

Nu Holdings Ltd

Nu provides financial services to more than 90 million customers in Brazil, Mexico and Colombia.

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Carvana. Company Logo
SHORT

Carvana

US-based online used car retailer.

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Copart. Company Logo
LONG

Copart

Vehicle sellers’ services including internet auction-style sales technology.

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Golden Heaven Group. Company Logo
SHORT

Golden Heaven Group

US-listed amusement and water parks operator in China.

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Soho House. Company Logo
SHORT

Soho House

Global hotel chain and group of private members' clubs.

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Beyond. Company Logo
LONG

Beyond

Home decor and furnishings stores.

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Danone. Company Logo
LONG

Danone

Leading global food and beverage company, specializing in dairy, water, and plant-based products.

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Hecla Mining. Company Logo
LONG

Hecla Mining

Hecla is largest primary silver producer in the United States.

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Lynas. Company Logo
LONG

Lynas

Australian rare earth materials mining and processing company.

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Snowline Gold. Company Logo
LONG

Snowline Gold

Snowline is a Yukon Territory focused gold exploration company.

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Teck Resources. Company Logo
LONG

Teck Resources

Natural resources company focused on copper and coal for the steelmaking industry.

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Agnico Eagle. Company Logo
LONG

Agnico Eagle

Canadian-based gold producer with operations in Canada, Finland, Australia and Mexico.

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Alamos Gold. Company Logo
LONG

Alamos Gold

Alamos Gold is a Canadian-based intermediate gold producer.

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Dundee Precious. Company Logo
LONG

Dundee Precious

Canada-based precious metals producer and developer focused on Serbia, Bulgaria and Ecuador.

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Equinox Gold. Company Logo
LONG

Equinox Gold

Equinox Gold is a gold producer with seven gold mines in four countries.

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First Nordic Metals. Company Logo
LONG

First Nordic Metals

Canadian junior exploration and development company focused on precious and base metal properties in Sweden.

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MAG Silver. Company Logo
LONG

MAG Silver

North American silver producer.

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Orezone Gold. Company Logo
LONG

Orezone Gold

Canadian-based company focused on the development of gold properties in Africa, particularly in Burkina Faso.

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Wheaton Precious Metals. Company Logo
LONG

Wheaton Precious Metals

Wheaton Precious Metals is one of the world’s largest precious metals streaming companies.

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Dow. Company Logo
SHORT

Dow

Global chemical company that produces materials and products used in a variety of industries...

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DHT Holdings. Company Logo
LONG

DHT Holdings

Provides crude oil tanker services worldwide, focusing on transportation and storage solutions for ene

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