I spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy.

We used Vertiv Holdings as a case study, touching on its history and development into one of the world’s leading power and thermal management suppliers to the data centre; its Chairman and his track record at Honeywell; its sales composition; and its role as a key supplier to the ongoing AI capex boom.

Finally, we discussed how Brian and James approach valuing cyclical stocks; how they overcome anchoring bias; and what could kill the boom.

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