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Leadership Transforming Thinking Leadership Transforming Thinking We believe that we live in a world that will need dramatically more power and yet wants to decarbonize. Engine No. 1 is an investment firm that believes 1) electrification, 2) deglobalization and 3) technological innovation are interrelated themes that will fundamentally reshape the investment landscape in real asset markets. Engine No. 1 invests in existing infrastructure and real assets needed to address the dramatic increase in power consumption driven by these three themes The existing real asset base can be leveraged as part of the solution to clear bottlenecks in the energy supply chain needed to deliver power in a world driven by electrification, deglobalization and technological innovation. Learn more We create value by clearing bottlenecks in critical supply chains Company news Engine No. 1 Engine No. 1 Closes Sale of ETF Business to TCW October 2023 16 Financial Times Exxon nemesis Engine No. 1 drops activism in hunt for new identity August 2023 09 Bloomberg Investor That Took On Exxon Targets Deals in Critical Minerals August 2023 09 Institutional Investor Why TCW’s Deal to Buy Engine No. 1’s ETF Business Works July 2023 25 Institutional Investor Engine No. 1: This Is Not Just ‘Another Energy Transition Fund’ March 2023 28 Bloomberg Law Engine No. 1 Plans Fund to Target Abandoned Fossil-Fuel Projects March 2023 07 View more news Join Us Get updates from Engine No. 1 Contact us Email us to learn more. Email us Media inquiries For any media inquiries, please reach out to: [email protected] Work with us Want to create the future? We’re looking for fellow builders and creators. 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All investments contain risk and may lose value. Investing in securities and other financial instruments entails substantial risk, including the possible loss of principal. The investment opportunities discussed or referenced in the materials may not be suited for all investors, and potential investors must make an independent assessment of the appropriateness of any investment opportunity in light of their own objectives and circumstances, including the possible risk and benefits of entering into such an investment opportunity. References to securities are not an offer to buy or sell. Information is furnished as of the date shown. No representation is made with respect to its completeness or timeliness. This information is not intended to be, nor shall it be construed as, investment advice or a recommendation of any kind. Certain information obtained from third party sources, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed. Materials may contain forward-looking statements, which reflect Engine No. 1’s current views with respect to, among other things, Engine No. 1’s operations and performance. You can identify these forward-looking statements by the use of words such as anticipate”, approximately”, believe”, continue”, estimate”, expect”, intend”, may”, outlook”, plan”, potential”, predict”, seek”, should”, or will”, or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Engine No. 1 undertakes no obligation to publicly update or review any forward-looking...