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Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
40+ Years
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
The Return of Fission
Ryan Lowery
We’ve previously written about the attractive investment opportunity in uranium driven by a persistent supply deficit and the nuclear power industry’s return to growth after 20 countries pledged to triple capacity by 2050 at COP 28 in December 2023. Last week the Department of Energy announced new deployment targets of adding 35 Gigawatts (GW) of new nuclear capacity by 2035 and a sustained pace of 15GW per year by 2040.
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Featured Commentary
The Return of Fission
By Ryan Lowery
We’ve previously written about the attractive investment opportunity in uranium driven by a persistent supply deficit and the nuclear power industry’s return to growth after 20 countries pledged to triple capacity by 2050 at COP 28 in December 2023. Last week the Department of Energy announced new deployment targets of adding 35 Gigawatts (GW) of new nuclear capacity by 2035 and a sustained pace of 15GW per year by 2040.
Driehaus Emerging Markets Small Cap Equity Strategy October 2024 Commentary
By Chad Cleaver, CFA
Recent macro and political events have been the dominant drivers of near-term returns in Emerging Markets (EM). This month’s commentary discusses the strategy’s positioning and outlook in the aftermath of the US election and recent China stimulus.