Investment firm Orion Resource Partners has released its first UCITS strategy, offering investors equity exposure to producers of critical minerals used to support the global energy transition and decarbonisation objectives. The Orion Resource Equities (ORE) strategy will enable investment in critical minerals such as uranium, lithium and copper – all key raw materials to fuel the energy transition, including generation, storage, and transmission. ORE, which is classified as Article 8 under the EU’s Sustainable Finance Disclosures Regulation, will target a long-term annualised return of more than 20% through a concentrated portfolio of approximately 40 positions. The fund will be backed by Orion’s in-house technical team and merchant services division, which provides real-time market analysis, and a hedge fund seeking short-term tactical trading opportunities in the futures commodities market. “I am delighted to be leading [Orion’s] expansion into liquid equity funds via our first UCITS offering,” said James Hayter, CIO at Orion, which currently holds US$8 billion assets under management across the metals and materials sectors. “This strategy presents a compelling investment proposition for those looking for exposure to the materials needed to build a lower-carbon, more sustainable economy.”
