About RFC Ambrian Funds Management
RFC Ambrian Funds Management is a manager of institutional funds with multi-strategy portfolios which target high conviction opportunities across:
High-conviction exposure to metals and mining assets which are positioned to benefit disproportionately from decarbonisation.
Early-stage investments in emerging technologies with high potential to add value in a carbon constrained paradigm.
RFC Ambrian is uniquely positioned to capitalise on the critical minerals and decarbonisation technology thematic and we have an extensive history of investment and advisory in the natural resources sector and a track record of investment in disruptive, early-stage technology investments in heavy industries.
Increasingly ambitious national emissions reductions policies, net zero alliances and corporate net zero emissions pledges are creating significant market tailwinds for the decarbonisation thematic. Despite meaningful progress being made, decarbonisation is still in its infancy and substantial technology and materials supply gaps exists.
The Manager’s purpose is to deliver impact investments which responsibly contribute to decarbonisation, whilst earning superior risk adjusted returns. Managed funds will be invested in high-conviction exposure to critical minerals and technologies which are positioned to benefit disproportionately from the decarbonisation thematic.
A combination of structural and cyclical drivers are pointing towards a new commodities super-cycle for critical minerals. The decarbonisation thematic is creating new uses and massive demand growth for critical minerals. Geopolitical developments are also reshaping supply chains. Against a backdrop of relative underinvestment in recent years, the outlook for responsibly sourced critical minerals is bright.
The decarbonisation thematic will be underpinned by a transition from existing fossil fuel-based energy technologies, to new low emissions technologies. As industrial emitters exhaust low hanging, easy-to-abate emissions, they will need to turn to new technologies that address hard-to-abate processes in order to meet net-zero commitments. The demand for critical minerals will also require new technologies to enable the critical minerals supply chain to deliver
RFC Ambrian has developed a reputation as a trusted advisor to the natural resources, energy and heavy industrial sectors since 1985. We have a proven track record of specialist advice for our clients with a history of growing businesses that can meaningfully reduce the industry’s environmental impact.
Our global resources network, bottom-up research, technical-commercial background and deep involvement in the resources industry enables us to source deal flow and discover opportunities others have missed. We have a growing track record in early-stage investments for basic industries, with early investors reaping significant multiples on investments.