Vision Blue Advisors UK LLP

Sir Mick Davis, the founder and CEO, leads all investment decisions, supported by former Xstrata and Glencore executives including David Meister, the former Xstrata CFO. The firm operates with a concentrated team of technical mining engineers and financial professionals, rather than a broad, sector-agnostic investment committee.

Per its public communications, the firm targets lithium, graphite, nickel, cobalt, rare earth elements, silicon metal, and vanadium — the raw materials bottlenecks in lithium-ion battery supply chains. It explicitly avoids precious metals, iron ore, and hydrocarbons.

The firm has co-invested alongside strategic partners and other natural-resource investors but does not widely syndicate its deals. Its patient capital model allows it to lead funding rounds and attract operational co-investors who complement its technical expertise, rather than relying on fund managers.

Deal flow is sourced through Davis's and his team's deep, decades-long networks across the global mining industry, from major producers to junior exploration companies. The firm's reputation for technical due diligence and operational capability attracts opportunities that generalist family offices and venture funds rarely see in the resource sector.