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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.
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[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

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[11Jun09] [Renewable Energy] A Renewable Energy Fund
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[07May09] [Water] An opportunity to invest in water
Invests in global water opportunities, across the water value chain

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[19Mar09] [Alternative Energy] Renewable Technologies
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[19Mar09] [Agriculture] Why lease agri-land as opposed to purchasing it
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[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

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

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[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?

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

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[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”

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

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[21Nov07] [Alternative Energy] A portfolio of renewable energy producing assets
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Expertise and in-depth know how in water-led investing that spans all the sub-sectors

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[23May07] [Electricity, Water, Weather Related Investing] Expertise on electricity, water and weather related investing
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An opportunity to invest in commodities that are used in the production of bio fuels

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