Technology has transformed the smart energy sector over recent years, creating more advanced clean energy solutions, improving efficiencies in energy usage, and driving down the costs of power generation.

With an outstanding track record spanning nearly 15 years in this space, Thiemo Lang reflects on how his focus as an investor in this sector has evolved alongside this; the early emphasis on power generation solutions, such as solar, has broadened out into a wider set of investment opportunities, such as smart integration and efficiency drivers.

Faced with this larger opportunity set, Thiemo also explains how the Fund aims to benefit from diversified exposure to the entirety of the smart energy value chain, through the four key investment clusters that the Polar Capital Sustainable Thematic Equity team has identified.