OC Fusion Partners is built on a core conviction: fusion energy has transitioned from a scientific uncertainty to an engineering and scaling challenge. Following the achievement of net energy gain (Q>1) at Lawrence Livermore National Laboratory, the field has entered a re-rating phase as technical feasibility becomes increasingly validated.
Overlay Capital believes fusion's commercialization is no longer a question of "if," but of timing and execution. As global power demand accelerates—driven by electrification, AI infrastructure, industrial reshoring, and grid reliability needs, commercially viable, carbon-free, dispatchable power represents one of the most significant long-duration infrastructure opportunities of the coming decades.
The strategy employs a diversified, index-like approach within the private fusion ecosystem. OC Fusion Partners maintains core exposure to Commonwealth Fusion System, complemented by selective positions in differentiated platforms such as Pacific Fusion, Type One Energy, Avalanche Energy, and Xcimer Energy. This structure reflects Overlay Capital's view that while technical pathways may vary, multiple credible approaches are advancing toward grid-scale outcomes.
Overlay Capital believes disciplined exposure to leading fusion platforms, prior to broad commercial validation, offers asymmetric return potential aligned with long-term structural power demand growth.
For additional information, please contact Jeff Sheridan at jsheridan@overlaycapital.com or the Overlay Capital Investor Relations team at ir@overlaycapital.com.