|Our Investment Philosophy|
People - Our world is becoming more interdependent as population and resource consumption grows. People can make important contributions to the health of communities, countries and our environment with every decision. We believe in aligning our business decision making process with our principles of sustainability. Working together, we can create a better world. Read More
Click any image to learn more about our macro views or view our Frequently Asked Questions that explain some of our investment strategies in greater detail
Our investment process is the implementation of all of our collective experiences in managing and creating value for our clients. With a diverse, yet hands on, set of experiences, we have implemented our vision into a scalable, practical and transparent investment process. We have "skin in the game", no clock punching or benchmark hugging here. We have made mistakes, and we learn from them. We also learn from the mistakes of others and implement remedies to avoid these on our clock. We admit when we were wrong and constantly strive to improve our process. Our aim is to be an integral and valuable partner to our clients and to bring purpose and integrity back to the once admirable profession of managing and growing money.
We invest with purpose, into real assets, managed by highly experienced portfolio managers in areas that make common sense. Just take this planet for example – having just surpassed 7 Billion inhabitants and rapidly speeding towards 9 Billion, the UN estimates that by 2030, we will require 50% more energy and 50% more water than we are supplying today to prevent humanity from sliding into poverty. Given that it takes both energy and water to produce food, the UN further estimates that agricultural output will need to be expanded by 70% within the next 40 years to meet humanity's expansion. This does not even take into consideration that the greatest population expansion and industrialization is taking place in some of the most water stressed areas on earth or that our ecological impact is shifting weather patterns and increasing the frequency of severe storms, floods and droughts, most noticeably in the most fertile and agriculturally important zones.
Our extensive top down macro economic research combined with our proven experience in identifying and qualifying talent has led our company to find a "sweet spot" in the creation and management of high conviction portfolios in the crucial and vital asset classes of energy, water, agriculture and natural resources, suitably offset with volatility reducing overlays and hedging techniques. We provide an array of niche high conviction portfolios to some of the most successful and visionary investors around the world. We do not invest blindly by a process of backward looking elimination, nor do we naively invest in forwardly expecting "hope-and-pray" portfolios. Our big picture macro research leads us favorably into the most compelling mega trends facing humanity and our extensive experience and seniority allows us to proactively find the best investment talent to execute on these convictions.
Highly advanced and quantitatively evolved portfolio construction with integrated risk management tools allow us to construct fairly concentrated portfolios of some of the world's premier niche managers into one coherent and purposely strategic portfolio, tailored in conjunction with our investment partners. It is our aim to construct the portfolio to benefit our client's long term objectives, provide low risk access to these highly compelling themes without the volatility normally associated with these asset classes. In the process we aim to share as much of the information gathered with our clients, to allow them to grow and prosper alongside us.