Reasons to Consider DMAT
High Growth Potential
Mineral demand from clean energy technologies could increase around 4x from 2023 to 2040 under a net-zero emissions scenario.1
Structural Tailwinds
Supply shortage risks exist for in-demand minerals, which could support prices for materials such as lithium, copper, nickel, and cobalt.
Unconstrained Approach
The universe of companies involved in the supply of disruptive materials defies traditional categorization. DMAT invests accordingly, with global exposure across multiple sectors and industries.
1International Energy Agency, May 2024