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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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Investment opportunities in Africa – Agriculture in Mozambique

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Water-related investment risk

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[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?

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

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

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

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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
Most renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.

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[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.)

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

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[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.

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[12Sep07] [Water] The Water Fund
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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[27Feb07] [Agriculture] NGMO Index
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[13Feb07] [Alternative Energy] Biofuel Commodity Basket
An opportunity to invest in commodities that are used in the production of bio fuels

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