Distinct Strategies, Diversified Platform
Active Private Equity Investors
Diversified Platform of Mining-Specific Strategies
Our investment management teams are organized around distinct investment strategies aimed at providing capital throughout the development, capital structure, and risk/reward spectrum.
Private equity for the energy transition
RCF Private Equity
The RCF Private Equity strategy seeks to achieve significant returns from investments in the mining industry. It is founded on the belief that the world is undergoing a paradigm shift in the demand for metals and minerals. The RCF Private Equity strategy seeks a leading role in advancing projects to cash flow through a focus on late-stage assets in strong mining jurisdictions.
Capturing opportunities across the mining sector
The RCF Opportunities strategy rests on the belief that meeting the planet’s surging demand for metals, driven by technological innovation, changing demographics, and global electrification and decarbonization objectives, relies on new discoveries and project advancement. To offset the natural risks of early-stage exploration, the RCF Opportunities Strategy pursues a diversified and relatively unconstrained approach that seeks to lower volatility, flatten the j-curve, and generate realizations during and after the investment period.
Mining innovation aiming to make mining safer, better, and more efficient
RCF Innovation is the only growth private equity investment strategy in the mining innovation sector and is at the forefront of emerging technologies and ideas in the mining sector. The RCF Innovation team is continually scanning and evaluating mining technology products and services from around the world and has extensive relationships with leading research institutions and universities globally. The RCF Innovation Strategy invests in high growth mining equipment, technology and services (METS) companies. The METS sector presents investment opportunities, magnified during periods of volatile commodity prices and/or high operating costs. Mining companies rely increasingly on METS companies to provide incremental as well as step-change solutions to improve productivity and lower costs.
The post carbon world starts with responsibly mined metals
RCF Private Credit
The RCF Private Credit Strategy is founded on the belief that responsible mining is essential for global decarbonization efforts and $2 trillion of new capital is needed to support the global energy transition. Strong demand from energy transition underpins long term positive price trends for specific transitional metals, and a lack of public equity and institutional debt appetite presents an opportunity for alternative credit. The RCF Private Credit Strategy seeks to invest in producing mining and midstream companies and in de-risked, feasibility stage, construction ready, fully permitted counterparties in established mining jurisdictions with an objective of generating attractive risk-adjusted returns and yields.