House Mountain Partners
House Mountain Partners offers corporate strategy and thematic investing idea generation for asset managers, corporations, and academia on how supply chain dynamics are being affected by volatility in commodity markets, geopolitics, and macroeconomics. The firm has a primary focus on the supply chains of Energy Metals, any metal or mineral used in the generation or storage of energy.
AREAS OF FOCUS
- Raw material supply chains - lithium, cobalt, graphite, vanadium, rare earths
- Supply chain development dynamics
- Electric mobility and storage