GSEO: a unique global portfolio of assets critical to the energy transition...
VH Global Sustainable Energy Opportunities (GSEO) is a global renewable
energy infrastructure trust specialising in assets relating to the global energy
transition, with the current portfolio focussed on the US, UK, Australia and
Brazil. GSEO’s target return of over 10% is higher than average for a renewable
infrastructure trust and reflects that it may take on projects at the construction
phase as well as operational assets with scope for active management
The trust is managed by Victory Hill’s co-chief investment officers Richard Lum and Eduardo Monteiro, who have worked together for many years before founding Victory Hill. They lead a team of eight experienced investment professionals.
pdf Whitepaper - VH Global Sustainable Energy Opportunities (390 KB)
Carbon taxes and energy subsidies – carbon pricing (carbon tax, emissions trading systems (ETS)) and subsidies (Contracts for Difference (CfDs) in the UK) – have been key to supporting the development of renewable energy (RE) and power systems in the developed world, but now risk exacerbating the threat of intermittency and slowing progress towards net-zero transition across our energy systems.