Page 30 - investor presentation
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Our Fund
1 North America - US
Macro Trend Target Sector
Strong environmental policy and regulation drives Disruptive Technologies in Environmental Sector
growth for clean tech/solutions
Industry Description
· From 2020, disposal bags are not permitted and used plastics cannot
be disposed (in NY and CA) Food Tech Alternative protein, Vertical Farm
· e.g., Ratio of recycled materials for Packaging product(CA 25%, Green Energy Hydrogen, EV car charging infra
Washington 50% from 2030)
CO Capture, Storage, Utilization & Storage
· Biden administration announced U$550bn legislation for climate 2
change initiatives and technology development Recycling Bio-degradable Plastic, Bio-based materials
»Environmental budget increases by 2.5x from ‘22 (U$ 8Bn » 20Bn)
Waste Mgmt High efficiency waste classification (using AI & Robotics)
Clean ammonia production, transportation and power
Significant growth for ESG investing drives increasing Carbon-free Fuel generation
investment in innovative solutions
· US became the most active in ESG investing in 2020, ahead of Europe ICT Tech/Platform AI-based energy solution, CO 2 Off-set Marketplace, CO 2
Accounting Data P/F
· ESG investing in US grew by 40% per year for the past 2 years, up to
U$17 Tn in ‘20
Investment Strategy
· AI, Robotics, chemical catalyst/solutions, etc
ESG Investing by Region (U$ Tn) Investment in leading Tech Co with original IP and
value up through Asia expansion (JV, licensing)
17.1
‘16 ‘18 ‘20 · Proven technologies plus SK’s Asia presence for market &
Population 316 million 14.1 customer expansion
12.0 12.0 12.0
GDP 24.8 trillion (1 st )
8.7 Co-investment with SK affiliates
GDP Growth 5.6% (‘21e), 3.7% (‘22f)
Credit Rating AA+ / Stable (S&P) 1.1 1.7 2.4 2.2 2.9 · Sizable investments in high growth sectors leveraging SK affiliates
0.5 0.7 0.9 0.5 · Securing buy-back options from SK affiliates as Strategic Investor,
M&A Value U$2.5 Tn (45% of total)
Asia Canada Japan Europe US or using as optional exit-route
PE Deal value U$990 Bn (47% of total)
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