Solar Tribune



The scenario:

You are the managing partner of Climate Capital Unlimited, a hypothetical venture firm whose mission is to solve climate change while maximizing return on investment, with $10 billion in funds available. Every government in the world has passed a carbon tax (meaning no hidden externalities), your investors have a long-term time horizon, and interest rates will remain low for the next 20 years.

Where do you deploy your $10,000,000,000 in capital?

How we pick our 2021 champion: Just like in investing, our winner will be the person who best predicts where the puck is going. Our Annual climate challenge will compare 2021 vs 2022 portfolio distributions to determine who purchased the most underrated technologies before they became consensus winners. (It’s a really long game of fantasy stock investing at the technology level)

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