Energy
Notes on Canadian energy
An occasional look at the Western Canadian basin, pipelines and capital discipline among producers.
JournalIn preparation
Private Capital · British Columbia
Patient capital. Considered conviction.
DB Capital Group is a private investment vehicle taking a long-horizon, research-driven view of the industries that will shape the decades ahead.
Philosophy
Run like a business. Held like a legacy.
Time in the market, guided by research and discipline, does the heavy lifting.The DB Capital approach
Ownership over trading
Positions are built to be held through cycles, not traded around headlines.
Research before conviction
Fundamentals, filings and industry data come first. Narrative comes last.
Discipline in contributions
Capital is added on a fixed rhythm, regardless of mood or market noise.
Accountability in review
Every position is reviewed on a schedule, as a business would review its holdings.
Focus Areas
Four themes. One long horizon.
Attention is concentrated where long-term structural demand meets real assets, real engineering and durable competitive advantage.
01
Energy
Long-life Canadian resource assets and the pipelines that move them, with an eye on uranium and critical minerals.
02Space
Launch, satellites and connectivity as space shifts from government programme to commercial industry.
03Semiconductors
The designers, foundries and equipment makers that every step of modern computing and AI depends on.
04Broad Market
Low-cost index exposure as the steady foundation beneath every thematic position.
Coverage list
The companies we follow.
A curated list of 34 companies and funds across our four focus areas, each with a short note on why it holds our attention.
Companies we follow. Not recommendations.Insights
From the journal.
Occasional notes on our focus areas and the discipline behind the approach. The first entries are in preparation.
Process
How we keep score
How regular contributions and scheduled reviews keep a personal portfolio run like a business.
JournalIn preparation
Space & Compute
The infrastructure decade
Thoughts on launch capacity, satellite networks and the chips that connect them.
JournalIn preparation
Correspondence
By correspondence, in confidence.
For general correspondence, please write to us.
info@dbcapitalgroup.caBritish Columbia, Canada