Nice niche product! According to a study by Bloomberg New Energy Finance, from 2004 to 2015, over a trillion dollars of capital has been deployed in solar project, at a compounded annual growth rate of 27%. Despite the huge growth of the solar energy sector, the industry is still a tiny fraction of global electricity production. With the cost of solar energy production declining, and an increasing understanding of the necessity to change our energy production mix, the solar energy market is poised for growth.
The solar industry is going through an unprecedented amount of change, and opportunities to leverage its success are bigger than ever. In the last fifteen years, solar energy has expanded from a niche technology to an important asset class. At Anthemis, our investment strategy has always been to focus on companies that pioneer technology-driven structural changes to the financial services industry. In our view, emerging financial markets need both a shared data language and risk appreciation to become prevalent asset classes.
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