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The Informed Momentum Company
Daniel Broid's concentrated public-equity firm bets on the energy transition through refiners, lithium producers, and EV supply chains.
The Informed Momentum Company
Daniel Broid founded The Informed Momentum Company in 2016 after earlier roles structuring credit products at major banks. The firm operates as a concentrated long-only equity manager, organized around the thesis that legacy energy infrastructure and new-energy supply chains are deeply mispriced relative to the physical capital required to replace them. It sits outside the venture capital and private-equity structures that dominate climate-tech investing, instead trading liquid securities of public companies. The strategy targets companies bridging the hydrocarbon economy and an electrified future—refiners with advantaged crude access, lithium brine operators, copper producers, and select EV component manufacturers. Broid's public writings and investor letters map his analytical framework: operating leverage in depressed refining sectors, supply deficits in battery metals, and the overlooked capital discipline of legacy energy firms. Confirmed positions have included PBF Energy and Valero (per public filings), alongside lithium producers such as Albemarle and Livent (per public filings). The geographic focus spans US Gulf Coast refining capacity, South American lithium basins, and Asian battery-manufacturing supply chains. The firm's scale remains deliberately small—assets under management are not publicly disclosed, and the investment team is led solely by Broid with no known additional principals. The Informed Momentum Company publishes detailed market letters and occasional white papers that function as both investor communication and intellectual marketing for the strategy. No adjacent vehicles, philanthropic foundations, or club memberships are publicly associated with the firm. The structural differentiator is the fund's mandate architecture: long-only public equities run with private-equity concentration and a single-sector macro thesis. Most energy-transition capital flows into venture-stage hardware or infrastructure project finance. Broid's vehicle instead captures the transitional cash flows and capital-return programs of public incumbents, treating them as mispriced going concerns rather than terminal value plays. The succession structure is a single-manager risk with no disclosed transition plan.
General information
Firm type
Asset Manager
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Daniel Broid
CEO & Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at The Informed Momentum Company?
Daniel Broid serves as both CEO and Chief Investment Officer, making all portfolio-construction decisions. Broid founded the firm in 2016 and functions as its sole named principal; no co-portfolio managers or investment committee members are publicly disclosed. The strategy reflects a single-manager risk profile common to concentrated long-only boutiques.
How does the firm source its investment ideas?
Broid's disclosed methodology is primarily top-down, starting with macro imbalances in energy supply chains and narrowing to individual public companies with operating leverage to those dislocations. Idea generation draws on public regulatory filings, commodity market data, and corporate disclosures rather than private deal networks. The firm publishes periodic market letters that articulate discrete theses around refining margins, lithium supply deficits, and the capital-discipline cycles of energy incumbents.
Does The Informed Momentum Company invest in private companies or venture-stage deals?
No. The firm operates exclusively in liquid public equities, deliberately avoiding the private-venture and project-finance structures that dominate energy-transition capital allocation. This public-only mandate is central to its structural identity—Broid has argued in his writings that public energy and materials companies offer better risk-adjusted exposure to the transition than private infrastructure vehicles.
What sectors does the firm actively avoid?
The strategy explicitly avoids pure-play renewable developers without demonstrable free cash flow, early-stage battery technology companies with no commercial-scale production, and most software-enabled climate-tech businesses. Broid's public commentary emphasizes the gap between narrative-driven valuations in venture-backed climate companies and the cash-generating industrial assets he targets.
What is the firm's geographic exposure?
The portfolio concentrates on US-listed refiners and energy companies, South American lithium producers operating in Chile and Argentina, and select Asian battery-value-chain participants. Broid's letters have specifically addressed US Gulf Coast refining dynamics and the Salar de Atacama lithium basin as anchor geographies underlying the thesis.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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