Mercator Partners

Mercator Partners

Capitalizing on structural disruption
across global basic industries.

The Opportunity

The energy, transport, manufacturing and primary production sectors have remained largely undisturbed in their design for over half a century.

These sectors are entering a period of structural change as an acceleration in digital and computational capabilities converge with an era of unparalleled progress across science and technology.

Mercator Partners is an asset management platform focused on capturing this multi decade thematic.

Our investment strategy is built around a primary research discipline that draws on thought leaders in academia, national laboratories and proprietary analysis to develop an in-depth understanding of the nature and scope for disruption.

The Change

Basic industries will be re-defined by four major structural changes in the coming decades.

01 Electrification

The conversion of machines or systems to the use of direct feed electrical power

02 Decentralization

The shift of production away from a concentrated number of providers to a mass, shared or localized architecture

03 Efficiency

The comparison of what is actually achieved with what can be achieved with the same set of resources

04 Sustainability

Changes to resource consumption to ensure that both future availability and global environment is not compromised