Investment Strategy
Building Distributed Energy Portfolios of Scale
We invest in distributed solar and storage assets that generate long-term, contracted cash flows while supporting the global energy transition. Our portfolio spans projects ranging up to ~100 MW, positioned to deliver reliable, decentralized power at scale.
Investment Thesis
Why Distributed Power Generation?
Energy Security
Distributed projects, especially when combined with storage, can be controlled by the customer, rather than relying on large, centralized power systems
Efficiency
Distributed solar systems generate electricity at or near the point of use, significantly reducing transmission and distribution losses
Lower Cost
Falling equipment prices, abundance of renewable power and bypassing transmission and distribution costs (~30-50 % of delivered electricity prices) lower overall electricity costs for the customer
Investment Themes
Three Core Investment Themes
We believe that rising electricity demand, increasing power prices, declining technology costs, and the growing efficiency of power generation at the source will continue to drive compelling investment opportunities.
Commercial PPAs - Investing in construction-ready projects
We develop purpose-built distributed projects under 15–25 year PPAs with typically investment-grade customers, delivering long-term, contracted cash flows once operational.
Commercial PPAs - Investing in operating projects
We create portfolios of purpose-built or operating distributed projects under 15–25 year fixed price contracts with typically investment-grade customers, delivering long-term, stable cash-flow streams once operational. Our approach combines value creation in the investment origination and execution, construction and operating phases. During the last 15 years, we have built strong operating capabilities with the objective to maximize power production throughout the power plant lifecycle
Community Solar – Driving access and affordability
Our community solar projects bring the benefits of renewable energy to households and businesses that cannot host solar on-site. By subscribing to a shared local system, participants can access clean, reliable power while typically enjoying a reduction in their electricity bills.
Data-Driven Framework
Data-Driven Framework
In-House Physical Operations & Maintenance Team
TGC seeks to deliver institutional-quality portfolios of high-performing distributed solar projects of scale upon exit. Proprietary in-house algorithms analyse large datasets for highly accurate weather-adjusted performance reporting, with digitalised power plants enabling remote desktop access and same-day reaction times.
Advanced analytics of Big Data
- •Predictive analytics and proprietary in-house algorithms evaluate large datasets
- •Highly accurate weather-adjusted performance reporting
Real-time performance tracking
- •Identify and diagnose any issues throughout power plants
- •Digitalised power plants for remote desktop access
Pro-active maintenance
- •Same day reaction times and next day on-site
- •On-site spare inventory for minimal downtime
Preventative maintenance
- •15 years of in-house tracking and analysis on equipment useful lifespan
- •Regular on-ground equipment testing leverages in-house expertise
Investment Approach
Three Ways We Invest
Distributed power generation offers stable, predictable cash flows with low correlation to broader markets.
Project Equity
We provide direct equity investment into small to mid-sized solar projects and storage projects, supporting construction and long-term operations to generate stable, long-term cash flows.
Developer Loans
We partner with developers in key markets by providing flexible loans that support project execution while minimizing direct development risk.
Corporate Equity
We take controlling equity positions in solar companies at the corporate level to support growth and secure a robust project pipeline.
Risk Management
A Forensic Approach to High Quality Projects
We build a diversified portfolio of cash flows with two primary objectives
Protect Downside
Majority of portfolio in a diversified portfolio of contracted cash flows.
Maintain Upside
Modest exposure to uncontracted cash flow which represents a hedge to energy price inflation.
Long-Term Contribution to Society
Creating Value Beyond Returns*
Our investments seek to generate meaningful environmental and social impact alongside strong financial performance.
* as of 12/31/2025
Explore Our Portfolio
See how our strategy translates into real-world projects delivering clean energy across the United States and Europe.
View Projects