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.
PURPOSE 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.
LEGACY 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?
EXCLUSIVITY 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.
PROCESS Our processes are well documented, scalable and carefully designed to avoid human error, facilitate operational continuity and satisfy strict compliance requirements.
TRANSPARENCY Have it YOUR way – Useful and practical transparency delivered in a streamlined manner.
COUNTERPARTY We work with top-tier service providers to mitigate counterparty risk.
LIQUIDITY Fund liquidity matched to underlying portfolio investment liquidity – why compromise?
OTHER INVESTORS 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.
EDUCATION We believe education is important, and frequently share research with our clients.
EXPERIENCE Our principals and portfolio managers are personally involved in all qualitative manager selection and research.
COMMUNICATION 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.
ACCESS 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