Portfolio
Selective by design.
A portfolio is not a collection. It is a set of promises kept.
EcoRay
Energy · Denmark · First position
What it does
Our first position, and our compass. EcoRay brings solar, storage and intelligence into Danish homes, proof that the energy transition is won at the kitchen table, one household at a time.
Why we own it
Household electrification is a shift, not a cycle. Patrick serves as Chief Sales Officer, so the position is held from inside the company: the sales organisation, the training, the conversations that end in trust.
ecoray.dkDK households served
The first figure is published in the 2027 impact letter.
Next position
Announced when it matters.
Investment philosophy
- 01
Operators first.
We own where we can do the work. Capital follows competence.
- 02
Decades, not quarters.
Positions are entered slowly, and left rarely.
- 03
Quiet conviction.
We report results. We never announce intentions.