Thu, Nov 23, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
A SQUARE

Smart Materials Fund

Tuesday, April 03, 2007
Based on his experience at the SAM Smart Materials Fund, Rodrigo Amandi unveils what he believes is in store for investors interested in the space.

A SQUARE :: 03Apr07 Smart Materials Fund
Category Renewable Natural Resources
Faculty Rodrigo Amandi
Expertise Sustainable Asset Mgmt./renewable resources
Author Sona Blessing
Faculty Name
Rodrigo Amandi unveils what he believes is in store for investors interested in “materials” ...

How do you identify an investable materials sector?

The materials sector is dominated by four global trends:

- population growth and therefore a soaring demand for all kind of goods

- an increase in wealth and industrialisation especially in the newly industrialised nations - eg. China and India where there is an steady rise in the standard of living and the pace of industrialisation

- the shortage of natural resources and the corresponding bottlenecks in the availability of raw materials

- finally our “disposable society” with its higher consumption rate and the generation of more waste

As a result of these global trends we have identified four investment themes, that have the potential to deliver promising returns.

Download this research The many benefits of an A SQUARE subscription Recommend to a friend

<< A SQUARE archive sorted by date    << A SQUARE archive sorted by category

 Article link
More research related to Renewable Natural Resources

[30Jul09] [Renewable Energy] High yielding, stable, investment grade payment streams
The USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...

Download

[11Jun09] [Renewable Energy] A Renewable Energy Fund
Sector and theme, renewable energy, fund - systematic with a discretionary overlay

Download

[09Apr09] [Natural Resources] Investing in diamonds as an asset
The similarities shared by gold and diamonds, as an asset class ...

Download

[20Aug08] [Natural Resources] A Natural Resources Fund
Invests predominantly in Eastern Europe, Africa, Latin America

Download

[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme Investing
How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?

Download

[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure only
Fund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector

Download

[20Feb08] [Renewable Natural Resources] : Investment opportunities in harnessing hydro, tidal and geothermal energy
Electricity can't be transported over long distances and storage is limited. Every region should assess their potential in renewables.

Download

[24Jan08] [Renewable Natural Resources] FoF - underlying funds specialise in actively trading commodities, natural resources and their related markets
Market environment supports active trading strategies due to fast growth and changing nature of commodity markets, high levels of volatility and strong trends

Download

[27Jun07] [Natural Resources] Front Street Resource Hedge Fund
Natural resources sector industry related experience, expertise and investment history

Download

[13Jun07] [Renewable Natural Resources] ABN AMRO Wind Total Return Index (Equity) – Open End Certificate
The index is a total return index , designed to reflect the performance of the securities of companies involved in the production of energy from wind or distribution of wind generators or services to the wind industry as determined by S&P.

Download

[16May07] [Natural Resources] Ermitage Resources Fund
the fund invests principally in natural resource and other commodity related funds pursuing primarily relative value and/or arbitrage strategies. The active management approach adopted allows the fund to capture short-term investment opportunities

Download

[16Jan07] [Renewable Natural Resources] Pictet Water Fund

Download
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Outlook - Gundlach's stock market warning comes true[more]

    From Bloomberg.com: Jeffrey Gundlach has been warning something's got to give. Based on the past two days, looks like we have our answer. Stocks fell around the world a second day and high-yield bonds headed for a fourth straight loss, resuming a historic correlation that the hedge fund manager on W

  2. Middle East - Saudi-Iran war would create this domino effect of global disaster, Saudi billionaires said to move funds from region to escape asset freeze[more]

    Saudi-Iran war would create this domino effect of global disaster From CNBC.com: Events appear to be spinning out of control in the Middle East, and the threat a Saudi-Iranian war is looking increasingly credible. Make no mistake, an out and out conflict between the two nations would be

  3. Investing - Six more Warren Buffett buys, including Southwest Airlines, Seth Klarman's Baupost Group bets on beaten-up health care, Roark Capital offers to buy Buffalo Wild Wings: Wall Street Journal[more]

    Six more Warren Buffett buys, including Southwest Airlines From Forbes.com: Our latest recommendation for aggressive investors is Restaurant Brands International . Hedge fund manager Bill Ackman has an incredible 40.1% of his fund at Pershing Square Capital Management invested in Restaur

  4. Investing - Tages Capital steps in to rescue Italy's Banca Carige, Hedge funds place $5.4bn bet on Toshiba's resurrection, Why outside investors are fleeing: John Paulson's 6 worst investments[more]

    Tages Capital steps in to rescue Italy's Banca Carige From TheTimes.co.uk: A little known London hedge fund has played a pivotal role in the first rescue of an Italian bank without state intervention since the country's bad debt crisis started three years ago. Banca Carige, a Genovese le

  5. Tourbillon Capital, a $3.4bn hedge fund that's been sounding the alarm about 'frothy speculation,' is suffering big losses[more]

    From Businessinsider.com: Tourbillon Capital, a $3.4 billion hedge fund firm led by Jason Karp, is suffering. The firm's flagship Global Master fund is down 3.5% for the first 17 days of November, bringing performance for the year to November 17 to a loss of 10.6%, according to a note to investors s