With over ten years of combined experience, the Lucid Strategy investment team invests directly in companies that are enabling change, shorting the laggards and structurally transforming sectors in an effort to achieve better returns.

Our team has been involved in key industries since inception and has strong relationships with management teams and regulatory and industry experts. We emphasize investments in publicly-traded companies on a global basis, as well as in commodities, including environmental credits. We believe our approach expands investment opportunities, should lower correlation, and should allow for more asymmetric return profiles.