About this strategy
Global commitments to Net Zero greenhouse gas emissions by 2050 create investment opportunity driven by urgency and innovation. Seeking to capitalize on the breadth of these opportunities, our process incorporates sectors and companies across the natural resources supply chain. We believe high quality natural resources companies that are contributing to this transition can generate attractive long-term returns.
Investment approach
Supply chain diversification
Diversified across the supply chain spectrum, sub-industries and countries, seeking to increase opportunities and mitigate risk
Embedded sustainability analysis:
Rigorous security selection process with integrated ESG analysis, aiming to identify high quality companies with sustainable competitive advantages
Experienced team
Over 120 years of combined natural resources investment experience
