Diversified portfolio that generates long-term returns
We have built a diversified portfolio of private natural resource investments in energy, mining, timberland, agriculture and aquaculture, and nature-based solutions. Our investments provide the fund with commodity-linked cash flows, inflation protection and diversification.
A global portfolio
We make direct private equity investments in natural resource businesses around the world. We target assets which are at, or near, production, with positive cash flow generation to gain direct exposure to underlying commodity prices.
Our growing portfolio is diversified by region with investments in the U.S., Canada, Peru, Chile, New Zealand and Australia. We also consider investment opportunities in other countries with attractive risk-adjusted returns.
Investing in long-term partnerships
We work with businesses and families to create long-term value. As experienced operators and active owners, we help companies grow and maximize their value. At its core, we roll up our sleeves and help our businesses succeed.
Sustainability informs our long-term thinking
We believe leadership involves agility, flexibility and innovation – especially in the face of climate transition. We explore a number of sustainable solutions, including regenerative farming, alternatives to harvesting timberland, investing in copper – an essential metal for electrification – and exploring “blue carbon”, to name just a few initiatives.
A selection of investments
Vayda Farms is making the regenerative future of farming available today. By combining regenerative principles and a high-tech approach, the company is focused on facilitating the reversal of climate change, while rebuilding natural ecosystems and feeding people with healthier food.
Atlantic Aqua Farms
Atlantic Aqua Farms is the largest grower and processor of high quality Prince Edward Island blue mussels under the brand names Canadian Cove and J.P.'s Shellfish, and also offers a wide selection of branded oysters, clams, and live Maine and Canadian lobster.
Across our timberland assets in the U.S., Canada, Australia and New Zealand, we're looking to use timber as a source of carbon credits while looking at other nature-based options to improve agricultural methods.