/Investor DB

Azimuth Capital Management — Full Portfolio

25 tracked investments · listed companies and verified rows first

Enoflexenoflex.comin✓ verified

Enoflex develops flexible pipes for energy infrastructure using advanced polymer science and laser technology, serving the energy transition sector by enabling carbon capture, hydrogen distribution, and LNG transport.

Advanced ManufacturingCleantechClimate TechEnergy

Entradaresourcesentradaresources.ca✓ verified

Entrada Resources acquires and develops oil and gas assets in the Western Canadian Sedimentary Basin, using infill drilling, optimization, and enhanced recovery techniques.

Energy

Karveenergykarveenergy.com✓ verified

Karve Energy is a private oil exploration and production company focused on light oil production from the Viking play, with land holdings in the Consort and Hamilton Lake areas.

Energy

Bob Chaisson(Chief Executive Officer)

Steelhead LNGsteelheadlng.comin✓ verified

Steelhead LNG is a developer and licensor of a patented floating LNG export facility design (At-Shore LNG) that reconfigures traditional onshore LNG plant elements to lower cost and carbon footprint.

CleantechDeep TechEnergyVancouver, CA

Victor Ojeda(President)in

BoardRyan Patrylukin

Altex Energyaltex-energy.comJul 2014

Altex operates rail-based logistics infrastructure for transporting heavy crude oil and energy transition products from production to consumption markets in Canada.

EnergyLogistics & Supply ChainCalgary, CA

Aaron Bishop(Executive Officer)inGreg Molaro(Executive Officer)inWayne Bobye(Executive Officer, Director)Randy Meyer(Executive Officer)inLinda Cantlay(Executive Officer)

BoardDave Pearce(Director)in

Co-investorsKensington Capital Partners Limited

Black Swanblackswanliving.com

Black Swan Living is a resident-focused property management company that owns and operates single-family homes, apartments, and townhouses across Rochester.

ConsumerMarketplacesPropTechRochester, US

Olushile Akintade(Executive Officer)Latifat Akintade(Executive Officer)Jennie Eckstrom(Executive Officer)Nicholas Stageberg(Executive Officer)Andrew Eckstrom(Executive Officer)

Cobaltcobaltintl.comin

Cobalt International is an oil exploration, development, and production company.

Energy

Co-investorsBloomberg BetaFounders FundHighland EuropePromus VenturesSequoia CapitalStorm Ventures

Corex Resourcescorexresources.caMay 2017

Corex Resources Ltd. is a private junior oil and natural gas company focused on development drilling, farm-in opportunities, acquisitions, and exploration, primarily targeting light oil opportunities in Manitoba, Canada.

EnergyCalgary, CA

R.L, (Monty) Bowers(Executive Officer, Director)David Coppe(Director)Murray Nunns(Director)Howard Mayson(Director)Francois Doyon(Director)Lawrence Fenwick(Director)

H Cyclehcycle.comApr 2023

H Cycle develops clean energy solutions focused on waste-to-energy and hydrogen production, addressing global waste challenges including PFAS destruction.

CleantechClimate TechEnergy

Jorg Wimbert(Executive (energy strategy and commercial development))in

M Flow Techm-flow-tech.comin

M-Flow manufactures non-intrusive multiphase measurement systems for oil and gas wellheads, from initial frac flowback through production monitoring.

EnergyHardwareIoT

Magma Globalmagmaglobal.comin

Magma Global manufactures m-pipe, a composite subsea pipeline system made from PEEK and carbon fibre for oil and gas exploration and production.

Advanced ManufacturingDeep TechEnergyNew Materials

Monolithmonolithai.comin𝕏Jul 2022acquired by CoreWeave · Oct 2025

Monolith provides AI-powered tools for engineering and product testing, enabling teams to train machine-learning models to analyze test data, identify design issues, and optimize validation processes without requiring data science expertise.

Advanced ManufacturingAI & Machine LearningData & InfrastructureDeep TechDeveloper ToolsEnterprise SoftwareSaaS

Dr. Richard Ahlfeld(CEO & Board Director)

Co-investorsAscensionFounders FactoryFounders Factory NYInsight PartnersPentech VenturesTarget Global+2 more

Monolithmonolith.co.krJul 2022

Monolith (DSM) is a South Korean deeptech company operating in three divisions: intelligent entertainment (spatial game parks combining robotics, AI, and spatial computing), mobility (precision hardware for spatial control in robots and future vehicles), and energy (next-generation supercapacitors).

Deep TechEnergyRobotics

Co-investorsISU Venture CapitalTPGWarburg Pincus

Monolith Materialsmonolith-corp.cominSep 2024

Monolith produces carbon black using a thermal plasma hydrocarbon pyrolysis process, along with hydrogen and steam co-products used for energy.

Advanced ManufacturingCleantechNew MaterialsRedwood City, US

Peter L. Johnson(Executive Officer, Director)Robert J. Hanson(Executive Officer, Director)in

BoardJohannes Nieuwenburg(Director)Jason Montemurro(Director)Douglas Cameron(Director)JIM NIEUWENBURG(Director)

Co-investorsWarburg PincusBlackRockRsquaredTemasek

Recoverrecover-energy.com

Recover Energy develops technology to remediate drilling waste liabilities in the oil and gas industry.

Circular EconomyCleantechEnergyEnterprise SoftwareNew MaterialsCalgary, CA

Mike Biersteker(Co-founder, VP Regulatory & Land)Stan Ross(CEO & President)in

Co-investorsGoldman Sachs

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

ArevaAusraCobalt International EnergyKarveMEGMegenergyMV Clean EnergyNexaltis MineralsPureVolt Energy SystemsSeven Generations

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.