Mar 27, 2023
Adam Rodman is the Founder and Chief Investment Officer of
Segra Capital Management, the largest fund dedicated to investing
in nuclear power across public and private markets. Adam founded
Segra in 2013 to focus on a concentrated portfolio of contrarian,
underfollowed investment ideas. In turn, this led to a dedicated
focus on nuclear power. Both Tom Steyer and Bill Orum discussed
nuclear power as an essential, although very long-term component of
addressing climate needs. Adam’s insights provide an understanding
of the thesis as well as nuances in capitalizing on it. Our
conversation covers Adam’s early career, path to Segra, and shift
in focus to nuclear. We discuss the fundamental case and
market inefficiencies in the industry, supply and demand, the
nuclear fuel cycle, safety and waste, and risks to thesis.
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