JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts widen as investor sentiment has appeared to waver in the face of higher interest rates.
Undeterred, JLEN’s managers are focusing their efforts on laying what they hope to be the foundations for future NAV growth, with investments in green hydrogen, for example. This is a sector that is slated to grow 500 times by 2050, requiring $5trn of infrastructure investment. JLEN has around 10% of its portfolio in a ....
