[30May13] [Agriculture] A SQUARE 31 May 2013
Investment opportunities in Africa – Agriculture in Mozambique

[14Apr11] [Water] A SQUARE 15 Apr 2011
Water-related investment risk

[03Aug10] [Energy] A SQUARE 04 Aug 2010
A financial product: Alternative energy and oil

[06Sep09] [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?

[29Jul09] [Renewable Energy] High yielding, stable, investment grade payment streams
The USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...

[22Jul09] [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

[17Jun09] [Agriculture] Fund invests across the entire value chain
Agriculture - has a history of structural underinvestment

[10Jun09] [Renewable Energy] A Renewable Energy Fund
Sector and theme, renewable energy, fund - systematic with a discretionary overlay

[13May09] [Energy] Energy futures trading fund
Expertise, know how, insights on how weather sensitivity affects energy supply and demand

[06May09] [Water] An opportunity to invest in water
Invests in global water opportunities, across the water value chain

[18Mar09] [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.

[18Mar09] [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.)

[15Jan09] [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

[06Oct08] [Dairy Farming/ Agriculture] Hard asset based - land; dairy, cattle arable farming fund
Ownership of land in combination with farming

[24Jul08] [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?

[14Apr08] [Agriculture/ Soft Commodities] Agricultural Trading Fund
Fund is designed to exploit price imbalances within and across agriculture markets

[09Jan08] [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”

[18Dec07] [Agriculture] Agriculture: Why invest now?
Research and graphic representation that build the case

[20Nov07] [Alternative Energy] A portfolio of renewable energy producing assets
The dependence on land makes renewable energy an unconventional real estate play.

[23Oct07] [Energy/Commodities] Inefficiency specialist
Inefficiencies can take various forms but investors usually uncover them by thoroughly investigating...

[10Oct07] [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.

[11Sep07] [Water] The Water Fund
Expertise and in-depth know how in water-led investing that spans all the sub-sectors

[22May07] [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

[26Feb07] [Agriculture] NGMO Index
An agriculture index that is non US centric and focuses on non-genetically modified commodity futures

[12Feb07] [Alternative Energy] Biofuel Commodity Basket
An opportunity to invest in commodities that are used in the production of bio fuels