We give our clients not only what they need, but what they deserve and should insist on, even if they are not yet asking for it.
Investing without purpose is like driving without a destination. There is a definite purpose behind our investments, more than just making money. Our investors have made an active, responsible choice to align their portfolios and their investment decisions with our planet's most pressing needs in energy, agriculture, water and scarce resources. We will only find the solutions to these challenges if sufficient capital reaches these sectors.
We firmly believe that forward-thinking, purpose-driven investments can yield profits while helping to make the world a better place for ourselves, our children and generations to come. This planet was not given to us from our parents, it was loaned to us by our children. What legacy are we leaving for them?
We understand that these opportunities are not for everyone. We have chosen to work with a select group of visionary investors. This exclusivity allows us to continue to deliver outstanding levels of service and communication.
Our processes are well documented, scalable and carefully designed to avoid human error, facilitate operational continuity and satisfy strict compliance requirements.
Have it YOUR way – Useful and practical transparency delivered in a streamlined manner.
We work with top-tier service providers to mitigate counterparty risk.
Fund liquidity matched to underlying portfolio investment liquidity – why compromise?
Mitigate one of the most pertinent investment risks – "Other investor risk" or "herding risk" – by avoiding the co-mingling of all investors, large and small, into one fund.
We believe education is important, and frequently share research with our clients.
Our principals and portfolio managers are personally involved in all qualitative manager selection and research.
We provide our clients and partners accurate weekly estimates, detailed monthly factsheets, and quarterly commentary that is interesting and worthwhile to read. Our blog frequently delivers noteworthy developments in our investment universe.
Our clients have direct access to portfolio managers and staff, including mobile phone numbers and we are always available to take their call. We insist on visiting with our clients at least once or twice a year in person.
"Always start out to give more than you get, to give more than is expected of you, to treat the other person more than fairly. And that is the secret to success. The more you help others, the more prosperous you will be personally." Sir John Templeton
A Disciplined, Purpose-Driven Investment Approach
With a diverse, hands on set of experiences, we have implemented our vision into a scalable, practical and transparent investment process. Our aim is to be an integral and valuable partner to our clients, while bringing purpose and integrity back to the admirable profession of managing and growing wealth.
We invest in real assets, managed by highly experienced portfolio managers in areas that make common sense. Let's look at the facts: our planet has just surpassed 7 billion inhabitants and is speeding towards 9 billion. By 2030, the UN estimates we will require 50% more energy and 50% more water supplies than we currently possess. Given that both energy and water are needed to produce food, the UN further warns that agricultural output will need to rise by 70% within the next 40 years to meet new demand. Further complicating the situation, the greatest population and industrialization expansion is occurring in some of the world's most water stressed regions. Human ecological impact is shifting weather patterns and increasing the frequency of severe storms, floods and droughts, most noticeably in the globe's most fertile and important agricultural zones.
Energy, agriculture, water and natural resources – the challenges surrounded these important sectors have commanded the attention of governments, corporations and institutional investors around the world. More capital is flowing into these investment spheres than ever before as we work to find solutions to pressing problems. We believe a responsible, research-driven investment approach to these mega macro trends can yield significant profit opportunities.
Our extensive macroeconomic research combined with our experience in identifying and qualifying top investment management talent has positioned our firm above our peers. We've found the "sweet spot" in the creation and management of high conviction portfolios targeting vital asset classes of energy, water, agriculture and natural resources. Our thematic focus is suitably offset with volatility reducing overlays and hedging techniques. We do not invest blindly by a process of backward looking elimination, nor naively place our faith in future "hope-and-pray" scenarios. Rather, we utilize our experience and global reach to find the best investment talent to execute on our pragmatic macro strategy convictions.
We have had the privilege of working with some of the most successful and visionary investors in the world who have chosen to partner with us on our purpose-driven investment mission. It is our aim to construct investment solutions which benefit our clients' long term objectives, allowing them to grow and prosper alongside us.
If you are interesting in "investing with purpose" and would like to learn more about what we do and how we work, we would enjoy hearing from you. Please contact us by clicking here.