GE Vernova – Long-Term Public Investment

GE Vernova is the energy-focused spinoff of General Electric, operating at the heart of global electrification. From utility-scale wind and grid solutions to gas turbines and energy software, it supports critical infrastructure for the climate transition.

We view Vernova not just as a clean energy company, but as an industrial systems operator - positioned to shape how nations generate, move, and balance power at scale.

Position Thesis Includes:
• Power grid modernization
• Utility-scale renewable generation
• Emerging market energy infrastructure
• Electrification and resilience
• Long-cycle industrial tailwinds

Have questions or want to learn more?
Reach out at: jason@laterpartners.com