Our company's specialized program for Foundations and Endowments who have a desire to invest alongside us in the highly attractive opportunities evident in global energy and commodity markets at reduced risk, volatility and correlation. 

Our forte of constructing naturally hedged portfolios that generate consistently profitable returns is quite often an attractive proposition to foundations, endowments and family offices throughout the world. But due to AUM & track record constrains and restrictive investment criteria imposed by boards and trustees, these investors very often are prevented from allocating investments to the very funds that satisfy their mandates and objectives. 

Its a catch 22 situation best solved by our pragmatic open architecture approach of progress and profit through partnership.

It is thus that we are often approached and occasionally mandated to create and manage portfolios on behalf of and in collaboration with foundations and endowments that wish to invest in:

• Emerging Managers
• Clean Energy
• Water
• Agriculture and Scarce Natural Resources
• Carbon and Emissions Trading

through one of the following methods:

• Joint portfolio management mandates (joint execution mandates)
• Advisory fund selection, portfolio construction and ongoing risk management (no execution)
• Bespoke white label funds with full transparency and veto rights performed by trustees
• Sub advisory mandates with performance fee only remuneration

If you or your organization is interested in discussing these kinds of joint initiatives and would like to find out more how we can help you, please click here to make contact with us. We appreciate your interest and will at all times guard your right to confidentiality.