Insights
& Research

Electrification, Autonomy, and the Next Energy Demand Cycle

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Explore our latest perspectives on electrification, global energy markets, and disciplined investing.

Market Updates

The Inevitable Shift: Why Electrification is the Future of Growth

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The Lithium-ion Battery End Game

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The AI Energy Constraint & the Rise of Autonomous Systems

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News

Bloomberg

Toronto Hedge Fund Vivid Capital Surges 39% on Lithium Bets
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Wealth Professional

The strategy behind energy fund's 115.9% 2020 return
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Newswire

Vivid Capital Management Formally Announces Energy Transition Fund Strategy
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Financial Post

'Solarcoaster' Propels Small Toronto Hedge Fund to 116% Gain
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Oil Price

How Will We Pay for the Energy Transition?
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Fund Letters

Vivid Fund Letter

January 2025
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Vivid Fund Letter

March 2025
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Vivid Fund Letter

April 2025
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Vivid Fund Letter

May 2025
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Vivid Fund Letter

June 2025
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Vivid Fund Letter

July 2025
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Vivid Fund Letter

August 2025
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Vivid Fund Letter

September 2025
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Vivid Fund Letter

October 2025
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Vivid Fund Letter

December 2025
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Intelligent exposure to the global energy transition.

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