Menhaden (formerly Menhaden Capital) is an investment trust that aims to generate long-term shareholder returns, predominantly in the form of capital growth, by investing in businesses and opportunities that are delivering or benefiting from the efficient use of energy and resources. The company’s portfolio has three main allocations: listed equity, yield assets and special situations and is focused predominantly on developed markets. The company invests in both listed and unlisted investments, as well as external funds. The manager aims to pursue an active, non-benchmarked total return strategy, and follows a relatively concentrated high conviction approach with typically 20 to 25 holdings.
You can access the company’s website here