Sat, Mar 28, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
A SQUARE

A SQUARE 10 May 2013

Friday, May 10, 2013
Investing in vital asset classes and macro mega-trends.

A SQUARE :: 10May13 A SQUARE 10 May 2013
Category Agriculture, Water, Energy
Author Florian Guldner
A series of multi-manager products tries to profit from investment opportunities in water, food, energy and metals.
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 Agriculture, Water, Energy

[31May13] [Agriculture] A SQUARE 31 May 2013
Investment opportunities in Africa – Agriculture in Mozambique

Download

[15Apr11] [Water] A SQUARE 15 Apr 2011
Water-related investment risk

Download

[04Aug10] [Energy] A SQUARE 04 Aug 2010
A financial product: Alternative energy and oil

Download

[07Sep09] [Water] A SQUARE: The state of the water industry 2009
How has the water industry developed recently and what are the opportunities and risks for investors?

Download

[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

[23Jul09] [Agriculture & Real Estate] An Australian Investment Opportunity
The long-term capital appreciation of agricultural land is driven by the operating return that can be generated from that land

Download

[18Jun09] [Agriculture] Fund invests across the entire value chain
Agriculture - has a history of structural underinvestment

Download

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

Download

[14May09] [Energy] Energy futures trading fund
Expertise, know how, insights on how weather sensitivity affects energy supply and demand

Download

[07May09] [Water] An opportunity to invest in water
Invests in global water opportunities, across the water value chain

Download

[19Mar09] [Alternative Energy] Renewable Technologies
Most renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.

Download

[19Mar09] [Agriculture] Why lease agri-land as opposed to purchasing it
We believe investors should consider investing in supply expansion (i.e. consider being closer to the producers and the land.)

Download

[16Jan09] [Water] Supplies are finite
In 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population

Download

[07Oct08] [Dairy Farming/ Agriculture] Hard asset based - land; dairy, cattle arable farming fund
Ownership of land in combination with farming

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

[15Apr08] [Agriculture/ Soft Commodities] Agricultural Trading Fund
Fund is designed to exploit price imbalances within and across agriculture markets

Download

[10Jan08] [Water] Investing in water as an asset class
We have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”

Download

[19Dec07] [Agriculture] Agriculture: Why invest now?
Research and graphic representation that build the case

Download

[21Nov07] [Alternative Energy] A portfolio of renewable energy producing assets
The dependence on land makes renewable energy an unconventional real estate play.

Download

[24Oct07] [Energy/Commodities] Inefficiency specialist
Inefficiencies can take various forms but investors usually uncover them by thoroughly investigating...

Download

[11Oct07] [Agriculture] An Agriculture Fund
Fund that invests in equities as opposed to futures with themes that include – fish farms, agro +bio -tech seeds, milk, farming equipment, etc.

Download

[12Sep07] [Water] The Water Fund
Expertise and in-depth know how in water-led investing that spans all the sub-sectors

Download

[23May07] [Electricity, Water, Weather Related Investing] Expertise on electricity, water and weather related investing
Investments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that

Download

[27Feb07] [Agriculture] NGMO Index
An agriculture index that is non US centric and focuses on non-genetically modified commodity futures

Download

[13Feb07] [Alternative Energy] Biofuel Commodity Basket
An opportunity to invest in commodities that are used in the production of bio fuels

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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc

banner