Conventional capital backs and builds business models that already exist, subjecting them to the risks of increasingly unstable systems, and being blind to the opportunities of the emerging regenerative economy.
We do not look for cheap entry at the edge of declining systems. Instead, we invest in the underlying business models of new ones.
Most conventional portfolios carry more risk than their managers realise, because capital is structured around assumptions that no longer hold true.
We combine the collective intelligence of our families with the deep thinking of specialist researchers to detect the signals others miss.
There is a rigorous methodology behind our investment process and portfolio construction. It means we can position capital when the transition becomes both inevitable and investable.
As you know ESG rewards disclosure over compliance, and impact investing is limited by placing isolated bets.
By mapping the water, food, biodiversity, and energy systems and the desirable pathways that can be catalysed, we coordinate the deployment of capital within and across these systems.
Solutions within each system are chosen to complement each other, and accelerate the systemic mechanics that are interconnected, progress in one accelerates the others.
Most fund managers get paid whether their Limited Partners win or lose. Through fees and carry. We are designed differently.
When the investment performs, all of us perform.