Clean Energy Portfolio

The Clean Energy Portfolio invests in companies that produce energy without using fossil fuels or that help to reduce the demand for fossil fuels. As this is already a very speculative industry, our goal is not to make it worse. We avoid technologies unlikely to become economically viable and try to avoid investing in promising new technologies until they've been commercialized and orders have been received.

These companies are extremely speculative as most have a limited track record. Many are also unprofitable and will need more capital from investors. In addition, this industry is generally still dependent upon government subsidies and the difference in energy costs between fossil fuels and clean alternatives will have to continue to shrink for these to become viable investments in the future.

This portfolio consists of around 15 stocks and is considered VERY high risk. For investors that need income or are risk averse, this portfolio is inappropriate. For individual clients, this is only available to Odyssey clients that invest the bulk of their assets in one of our other equity portfolios. For institutional investors, we will consider applying a different standard if they can verify this portfolio is a small portion of their total assets or that their asset allocation has been done by a third party.

Note: Composite quarterly performance for the Equity Value Portfolio, is available upon request.