About this strategy
We believe that a global investment approach focused on high quality mining, energy and agricultural assets combined with specialist natural resources investment and industry expertise is the key to superior long term investment returns in the natural resources sector. Our global approach improves the chance of early identification of profitable resource investment trends and pricing inefficiencies across multiple markets. A broad natural resource universe incorporating companies across the entire natural resources supply chain, allows the team to take advantage of cyclical pricing power shifts between upstream and downstream sectors and across a range of companies and commodities.
Investment approach
Diversification across supply chain: Focused on sustainable advantages in high quality companies across mining, energy, and agriculture.
Embedded sustainability analysis: Rigorous, 7-stage security selection process with integrated ESG analysis, aiming to identify high quality companies with sustainable competitive advantages.
Specialist investment team: Over 110 years of combined natural resources investment experience.
