STRATEGY

Leading with Sector Expertise

Collaborative Partner of Choice

Reinova believes the combination of our sector expertise, a collaborative, creative and flexible approach can establish great partnerships with management teams and partners to build and transform great businesses

PARTNER OF CHOICE

We partner with independent sponsors and private equity managers and provide value-added capital for their transactions

PARTNER OF CHOICE

We partner with independent sponsors and private equity managers and provide value-added capital for their transactions

PARTNER OF CHOICE

We partner with independent sponsors and private equity managers and provide value-added capital for their transactions

Our Investment Philosophy

We have a fundamental value-based investment philosophy as the foundation of our sector investment and value creation strategies

Invest where Reinova has expertise

Promote independent, contrarian thinking

Utilize a bottoms-up fundamental value and unit economic perspective

Underwrite investments for the long-term and capital preservation

Business quality matters - value must be seen in a quality context

Investing is also about investing in great people and building great teams

Risk & return must be commensurate

Follow-on investments require same disciplined process to test the thesis

Growth should be viewed as outcome of successful execution, not as a strategy

Patience and discipline often leads to stronger long-term opportunities

Differentiated Investment Strategy

Reinova’s focuses on combining sector-led strategy with transaction catalysts to invest for value, actively driving value creation and being disciplined about the re-investment or return of capital

Energy Transition Investment Themes

Reinova targets four key themes representing the most significant near-term decarbonization pathways and their critical enablers. We focus on the most deliverable and cost-competitive solutions

Key Themes

Clean Electricity

Renewable power

Select wind, solar, hydro and geothermal

Repowering/hybridization of assets

Distributed generation

Flexible generation

Decarbonization of Industry & Built Environment

District energy networks

Distributed heating/cooling solutions

Decarbonization solutions for

District energy & Utilities

Industrial processes

Digital infrastructure

Real estate

Clean Fuels

Waste-based and drop-in fuels

Clean industrial and transport fuels

Sustainability

Recycling & Circular solutions

Waste and resource management

Infrastructure Enablers

Battery electricity storage systems

Electricity transmission and grid stability solutions

Fleet electric vehicle charging networks

Carbon capture

Industrial heat recovery solutions

Pipelines, storage terminals for clean fuels

Feedstock Solutions

Material recovery facilities

Select processing facilities

Actively Driving Value Creation

Proven expertise building platform companies and executing business transformation strategies in collaboration with management teams

Building Platform Companies

Define a differentiated strategy in line with sector thesis

Acquire/establish initial assets with in-place cashflows to anchor platform build

Collaborate with or build management team to execute strategy

Operational Excellence Focus

Build commercial/development/financial expertise

Ownership culture and shareholder value alignment

Invest capital for the long-term to build-out enduring companies and platforms

Business Transformation

Transforming existing businesses

Operational Improvement

Implement business decarbonization plans

Build new adjacent transition-focused businesses

Reinova Culture

Reinova’s principles-based culture will help deliver our vision of being a leading specialist energy transition investor

Honesty & Integrity

Accountability Driven

Engaged, passionate & curious - a focus on continuous learning

Nimble, entrepreneurial with rigorous, disciplined and structured processes

Ownership Culture

Commitment to build & develop Reinova’s teams

Collaborate and operate as great partners

Analytical-based decision making

Thoughtful and disciplined in all aspects of our work

Communicate frequently, directly and with clarity

Reinova's ESG Focus

Reinova’s investment approach complies with the UN Principles for Responsible Investment (PRI). Reinova supports the United Nations Sustainable Development Goals (SDGs) and its investments are expected to have a particular focus on SDG 7 (Affordable and Clean Energy), SDG 9 (Industry, Innovation and Infrastructure), SDG 11 (Sustainable Cities and Communities) and SDG 13 (Climate Action).

Reinova believes in maintaining an ESG focus across the entire investment life cycle and incorporates ESG assessments into due diligence and underwriting, development of value creation plans and into financial reporting.

Reinova plans to provide comprehensive qualitative and quantitative reporting on sustainability indicators in line with the EU Sustainable Finance Directive (SFDR) methodology, Article 8. This includes reporting on climate and environmental principal adverse impact KPIs including among others, GHG emissions, mitigated emissions, carbon footprints, energy consumption and decarbonization strategies, among others. A focus on worker safety, effective governance and setting a high performance culture is at the forefront of our operations.

OUR ESG POLICY

Reinova's ESG Focus

OUR ESG POLICY