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Alternative Market Briefing

Highlight on energy (5) – Earth Wind and Fire Fund aims for uncorrelated portfolios in volatile sectors

Friday, February 12, 2010

From Kirsten Bischoff, Opalesque New York:

The philosophy behind investing in energy and resources is a simple one for Anric Blatt and Lauralouise Duffy, founders of Global Fund Exchange, the growing number of people around the globe is putting stress on the resources of our planet; smart investing in energy, clean energy and natural resources can drive positive environmental change and positive profits.

There are many factors placing stress on our resources, two of the biggest are population increases and development as the global economy reaches undeveloped nations.

- With the population growing by approximately 79 million every year, energy consumption in the developing world will overtake the amount consumed by the developed world in 2015. That’s a mere five years from now. - As nations and economies develop over the next 25 years, global energy demand is estimated to increase by almost 60%.

Industry in transition “We are in a bridge period,” Blatt says, regarding global efforts to change energy consumption habits. With traditional energy usage pegged at 96% and alternative energy hovering at only 4% (not to mention the slow pace of environmental regulation in many countries), change is going to be gradual.

“So we’ve come to this bridge period where traditional energy starts to become cleaner or more energy efficient, and where alternativ......................

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