Tue, Sep 24, 2019
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. Albright Capital builds on emerging markets impact strategy, signs on to IFC principles[more]

    Bailey McCann, Opalesque New York: Albright Capital has adopted the International Finance Corporation's Operating Principles for Impact Management. The firm has also developed its own impact measurement system as part of the implementation of the principles. The IFC's principles were

  2. Investing: Hedge funds getting burned as growth stocks trounced by value, Why investors are prioritizing health care in a big way, Fannie, Freddie soar as hedge funds score wins on two fronts[more]

    Hedge funds getting burned as growth stocks trounced by value From Bloomberg: A hedge-fund favorite is rapidly losing ground in the stock market just as one of the industry's least-loved sectors picks up. Growth stocks, generally companies that are seeing rapid profit increases, have drop

  3. PE/VC: Supersized unicorn: Root Insurance leaps to $3.65bn valuation with $350m round[more]

    Root Insurance is now valued at $3.65 billion after a $350 million funding round - the largest single venture capital round ever in the state. The 3-year-old auto insurer, now the startup with the highest valuation of any in Ohio, has raised a cumulative $523 million in VC and another $100 mi

  4. Testing hedge performance when stocks crash[more]

    Bonds have historically been a reliable buffer for stock exposure. But low yields and potential reversion to a more positive stock/bond correlation would likely translate to less protection. Gold has been a solid crisis hedge but has experienced long stretches of negative inflation-adjusted returns.

  5. PE/VC: The FBI is investigating a venture capital fund started by Peter Thiel for financial misconduct, Why venture capital firms need more women partners and entrepreneurs[more]

    The FBI is investigating a venture capital fund started by Peter Thiel for financial misconduct From Vox: Federal investigators are probing the conduct and practices of Mithril Capital, a venture capital firm co-founded by Peter Thiel, Recode has learned. US officials - including t