Alpha+ Impact
Kanou Capital
FIRM
Led by Nishant Gupta, Kanou Capital is an energy transition hedge fund manager. This is a continuation of the work Nishant has been doing at Clean Energy Transition and Fidelity. He brings over 15 years of global buy-side equity investment experience, including roles in Tokyo, New York, Boston, Hong Kong, and London.
STRATEGY
Kanou's focus is on picking stocks from a broader universe, which includes core energy transition equities in CleanTech and Electric Mobility, as well as sectors impacted by the transition, such as energy, industrials, chemicals, mining, utilities, and technology.
PORTFOLIO
The portfolio consists of concentrated ideas. The position sizing is based on company-specific idiosyncratic and macro risks, liquidity, edge, and risk/reward with factor awareness. Kanou dynamically monitors risk/reward, custom factors, and crowding exposure on a real-time basis.
ABOUT KANOU CAPITAL
Kanou Capital is an energy transition hedge fund manager led by Nishant Gupta. We believe that the ongoing energy transition is an irreversible and long-term trend. Our fundamentally-driven investment process focuses on identifying the winners and losers of this megatrend. With over 50 years of experience in energy transition sectors, our team is uniquely positioned to deliver alpha for our clients.