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ScopeFour 2025 Annual Letter

January 13, 2025
Investor Letters

ScopeFour 2025 Annual Letter

ScopeFour 2025 Annual Letter

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The present moment offers compelling opportunities. Rising energy demands, driven in part by AI data centers, and growing global regulations around water scarcity and climate action create a fertile ground for investments. Valuations in many segments are at historic lows, while forward-looking earnings remain robust. We are confident our science-based framework and rigorous company analysis will capture these opportunities as markets rebalance.

Join us in reflecting on the challenges and triumphs of 2024 while looking ahead to our vision for 2025. You can download our annual letter by filling out the form below.
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El Segundo, CA 90245

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