Voyager has been entrusted by our investors to serve as a steward of capital; a mandate that we take very seriously. Achieving exceptional returns on behalf of our investors is what gets us out of bed in the morning, and keeps us energized throughout the day. We believe that our ability to achieve these returns is due in part to our focus on, and expertise within, the ES&E sector.
Voyager’s ES&E business sits at a fascinating and exciting intersection of various global trends that are impactful for the global community. Ideally, energy should be i) reliable; ii) affordable; and iii) clean; and we believe oil and gas is the most critical component of the global energy complex to achieve a better world. This has been true for oil and gas since it became a meaningful component of the energy complex in the 1940’s. Affordable and reliable energy (the source of which since ~1960 has been primarily oil and gas) has been the world’s most powerful eradicator of global poverty, and accelerator of the improvement of human life. In addition, energy supplies have become significantly more efficient and cleaner over time, with significant gains still to be had.
Voyager’s business framework incorporates environmental, social and governance (“ESG”) considerations that are central to each opportunity we review. Furthermore, Voyager’s Partners actively support a wide range of non-profit organizations that align with the culture and mission of the firm. Similar to our investment style, we seek to direct capital to organizations where we can be impactful and make a difference. We encourage collaboration with our investors and portfolio company managers and employees to collectively donate resources that impact their communities and otherwise address critical issues in parts of the world that are important to them.