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Horizon Kinetics ICAV - Inflation Beneficiaries UCITS ETF — Horizon Kinetics — Investor Presentation (February 2023)
17 slides from Horizon Kinetics ICAV - Inflation Beneficiaries UCITS ETF's investor presentation, February 2023
Slide 1: Horizon Kinetics Energy & Remediation ETF
Horizon Kinetics Energy & Remediation ETF Fact-based Solutions to Powering the Globe Prepared in February 2023 470 Park Avenue South New York, NY 10016 www.horizonkineticsetf.com/nvir
Slide 2: Firm Overview
Firm Overview Strategy and Client Type Overview Firmwide Assets Under Management1 $8.0 B Client Assets by Type1 Separately Managed Accounts2 $3.8 B – Equities – High-Yield – Opportunistic Investments, i.e. Distressed Debt Kinetics Mutual Funds and Active ETF3 $3.2 B – Broad Markets – Specialty Marke
Slide 3: Energy & Remediation Fund (NVIR): Investment Focus and Strategy
Energy & Remediation Fund (NVIR) Investment Focus and Strategy A broad A further acknowledgement recognition that critical that carbon-based technologies exist that energy is absolutely can, until other sources necessary for a Fact-based are created, Solutions to successful energy remediate the rele
Slide 4: A Realistic Assessment of the Energy Landscape
A Realistic Assessment of the Energy Landscape Carbon-Based Energy is Necessary for the Foreseeable Future On a global basis, “renewable” energy remains a very small percentage of total energy use. All of the global technological and quality of life progress that’s taken place in the past two and a
Slide 5: Energy and GDP
Energy and GDP Energy allows humanity to flourish World GDP did not change much until circa 1850, which coincides with the explosive increase in industrialization and a doubling of life expectancy—all enabled by readily available and energy-dense fossil fuels. It can be tracked by the parallel incre
Slide 6: Energy Underinvestment
Energy Underinvestment Chronic Underspending on Reserves Replacement Years of Underinvestment Oil majors, which for years had reduced their capital expenditures amid sub-$80 oil prices, have since experienced additional pressure— from states, regu- lators and investors to reduce capital allocation t
Slide 7: Energy Consumption
Energy Consumption How Has Demand Actually Behaved? Even in the United States, renewable energy is still a small percentage of total use (wind/solar 4.2%). Partly, intermittent renewable energy requires some level of ‘always-on’ backup (fossil fuels or nuclear). Partly, electricity is only a portion
Slide 8: Energy Consumption – How Has Demand Actually Behaved?
Energy Consumption – How Has Demand Actually Behaved? Demographically programmed rising global energy consumption As standards of living rise and populations grow in less-developed nations, per-capita energy consumption will increase. In 55 years, there were 4 instances of oil demand decline. Only o
Slide 9: Energy Consumption - Hiding in Plain Sight
Energy Consumption - Hiding in Plain Sight Oil in Everyday Life Oil in Everyday Life: A partial list of products currently requiring carbon-based elements Most public discussion and articles about carbon-based fuels ignore a vast array of underlying products. Not least among Solvents Tape Heart Valv
Slide 10: Energy Valuations
Energy Valuations Historically Low and Still Below the Radar S&P 500 Energy Sector Weight (%) Even conventional energy is still ‘below the radar’ as far as mainstream investment wisdom goes. 16 After having doubled last year, the energy sector is merely 5% of the S&P 500. 14 The 10 Largest Energy Co
Slide 11: Remediation is Quintessential to the Energy Transition
Remediation is Quintessential to the Energy Transition Reality Check: Existing Remediation Technology There already exist critical constructive technologies that can remediate atmospheric carbon release and satisfy these needs in the most environmentally benign manner. Some examples: 1) Liquified Pe
Slide 12: Energy & Remediation Fund (NVIR): Investment Focus and Strategy
Energy & Remediation Fund (NVIR) Investment Focus and Strategy FACT-BASED SOLUTIONS TO POWERING THE GLOBE Exposure to companies that produce carbon-based energy, particularly via the Carbon-based energy is passive-business-model royalty necessary for the companies: not merely a value-oriented forese
Slide 13: Why NVIR?
Why NVIR? Fact-based Solutions to Powering the Globe A hedge against Hydrocarbons will Demographically Counterbalances Optionality to commodity- continue to programmed rising fossil fuel exposure future innovative scarcity based provide most of global energy with companies remediation energy price t
Slide 14: NVIR Overview
NVIR Overview Horizon Kinetics Energy & Remediation ETF FUND DESCRIPTION FUND DETAILS Strategy: Ticker/CUSIP NVIR / 53656G514 The ETF invests primarily in the equity securities of domestic and foreign companies expected to benefit, either Inception Date February 21, 2023 (Tentative) directly or indi
Slide 15: Portfolio Management Team
Portfolio Management Team Bios Peter Doyle Fredrik Tjernstrom, CFA® Managing Director, President of Kinetics Mutual Funds, Inc., Co- Portfolio Analyst Founder Fredrik joined the Firm in 1998 and has responsibilities in both Peter is a Managing Director and co-founder of the Firm. He portfolio manage
Slide 16: Contact Information
Contact Information Offices: New York, NY 470 Park Avenue South New York, NY 10016 White Plains, NY 1 North Lexington Avenue White Plains, NY 10601 Summit, NJ 25 Deforest Avenue Summit, NJ 07901 Telephone: 646.495.7334 Fax: 646.495.0078 Email: [email protected] Website(s) www.horizonkineticse
Slide 17: Important Risk Disclosures
Important Risk Disclosures Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a statutory and summary prospectus by visiting www.usglobaletfs.com. Read it carefully before investing. While the Fund has an effective
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