While electric vehicles, batteries, solar panels, and windmills dominate the headlines around the energy transition, they are only a fraction of the whole project. Boring bits of the system may do just as much to propel the transition forward - and we believe the companies that provide them may be much more attractive investments. The Orbis portfolios are littered with stocks and bonds of companies which play at least some role in the energy transition.
Why the “boring” bits of the energy transition should excite investors
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