HydrogenOne Capital Growth

HydrogenOne Capital Growth stands as the pioneer London-listed investment vehicle dedicated exclusively to the hydrogen sector, focusing on generating positive environmental impact through strategic clean hydrogen investments. Established in 2021, the fund aims to deliver substantial capital appreciation by constructing a diversified portfolio spanning the hydrogen value chain and complementary assets. With its distinctive position as the first of its kind on the London Stock Exchange's main market (under ticker HGEN), the company has rapidly established itself as a gateway for public market investors seeking exposure to the emerging hydrogen economy without requiring direct industry expertise.

The fund benefits significantly from having INEOS Energy as a cornerstone strategic investor, providing not only capital but also industrial expertise and potential commercial partnerships for portfolio companies. This relationship enhances HydrogenOne's ability to evaluate technical aspects of investment opportunities and offers portfolio companies potential pathways to scale through INEOS's extensive industrial operations. The strategic partnership exemplifies HydrogenOne's approach to bringing together financial capital and industrial expertise to accelerate the hydrogen sector's development.

As an Article 9 fund under EU Sustainable Finance Disclosure Regulation classification, HydrogenOne maintains rigorous environmental standards throughout its investment process. The fund integrates comprehensive ESG criteria into all investment decisions and implements ongoing monitoring frameworks for portfolio assets. This climate impact focus guides investments across various hydrogen subsectors including production technologies, storage solutions, distribution infrastructure, and end-use applications, with particular emphasis on green and blue hydrogen projects that demonstrate measurable carbon reduction potential.

HydrogenOne's investment strategy encompasses both private equity stakes in growth-stage companies and select publicly traded equities within the hydrogen ecosystem. The fund typically targets investments across Europe and North America, ranging from early commercial projects to more established operations with proven technology. By providing growth capital to innovative hydrogen enterprises across multiple stages of development, HydrogenOne aims to support the sector's expansion while generating attractive returns for shareholders aligned with the global energy transition and decarbonization objectives. The portfolio balances higher-growth private opportunities with more liquid public investments to optimize both return potential and risk management.