2min chapter

Evercore Edge cover image

Perspectives on a Mega Investment Theme: Energy Transition

Evercore Edge

CHAPTER

The Opportunity-Rich Environment for Private Investors

I struggle looking at pure clean energy companies because you have that hockey stick type of profile going forward. As it relates to the infrastructure companies, most of the investments are kind of small right now. A company that we really like a lot is next-era energy. They're not getting credit for that in their stock. And I think that's a wonderful opportunity for us to buy a company that is out of favor right now. But we view this as an opportunity-rich environment.

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