Investing in Solar Energy with Ross Driver, Foresight Solar Fund | Ep.130

Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions. The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance? For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to Foresight Solar Fund 02:59 What does a typical asset in the fund look like? 04:46 Balancing both income and growth objectives 10:41 Selling on assets 12:24 Battery storage infrastructure investment 15:04 Planning restrictions on solar farms 17:29 Government support 20:00 How much will solar contribute to UK power needs in ten years' time? 22:39 Constraints on the growth of solar 25:47 How important are electricity prices to the fund's performance? 33:09 Strategy outside the UK 36:08 Measuring the social value of the fund