Segra Capital Management

Founder Adam Rodman and Co-Portfolio Manager Arthur Hyde jointly manage all of the firm's investments. Rodman established the firm in 2013 after serving as a partner and senior analyst at Corriente Advisors, while Hyde joined in 2014 from J.P. Morgan's fixed income division. Hyde is recognized for developing the firm's nuclear-power thesis and contributes to the World Nuclear Association's World Nuclear Fuel Report.

Nuclear power and its related energy infrastructure form the center of gravity for Segra's public and private investments. The firm looks across the entire fuel cycle, including uranium mining, conversion, and enrichment. While the mandate permits other energy-related investments, the team's published research and the backgrounds of its principals indicate that nuclear is the primary thematic commitment.

Segra's website describes a mandate spanning public and private markets globally, which typically includes both direct investments and potentially fund commitments. The firm's stated aim is to be unconstrained by the benchmarking and liquidity limits that drive institutional crowding, a posture that often favors direct company and project-level exposures. It has not publicly disclosed a fixed ratio of direct to fund allocations.

Segra does not publicly enumerate a formal co-investment program on its website. Its described strategy of sourcing uncorrelated returns in overlooked areas of energy markets leaves room for both proprietary deals and selective partnerships. Allocators interested in co-investment access would typically raise the topic directly through the firm's investor relations contact.

Segra's public materials do not reference any affiliated philanthropic foundation, donor-advised fund, or impact investing vehicle. The firm presents itself purely as an investment manager, with all listed professionals focused on portfolio management, operations, and financial controls.