Our strategy
We invest in solutions that avoid or reduce greenhouse gas emissions with an appropriate return on investment. That's our strategy in a nutshell.
Invest where it matters.
We invest in funds with a strong climate investment thesis and robust financial reporting, as well as startups and real assets with a clear potential for creating significant and measurable climate impact in a short time frame.
We invest primarily in the following categories because they maximize impact and offer the most promising financial returns:
Energy
Two thirds of greenhouse gas emissions are caused by burning fossil fuels, making replacing fossil fuels in key industries with cleaner, renewable energy a top investment priority.
Food & Agriculture
Agriculture and deforestation account for over 20% of greenhouse gas emissions, making regenerative agriculture, alternative proteins, aquaculture, and sustainable forestry a significant investment focus.
Technology
We invest in technologies that significantly elevate climate impact both as software platforms and hardware solutions. This can include industrial process improvements or designing better materials.
Infrastructure
Since construction and transportation account for over 30% of GHG emissions, we invest in carbon-negative construction materials, retrofitting buildings for energy efficiency as well as decarbonized individual mobility and cargo logistics.
Our game plan.
Regenerative Mindset.
Unlimited resource extraction without attention to consequences endangers our planet’s ability to support life, but the regenerative capacity of nature can help restore our climate while continuing to provide for our needs. A shift from an extractive to a regenerative mindset is key.
Entrepreneurial Approach.
Impact at scale can only be delivered by entrepreneurs who have a viable business strategy with strong unit economics, reliable margins, and significant growth potential. While philanthropy can be useful as a catalyst for change, successful investment relies on good business sense.
Meaningful Investment.
We believe in capital as a change catalyst and iteratively assess our investment strategy to ensure our investments support our goals. With each investment we seek the right balance between measurable impact and financial return or the creation of a profitable new asset class or market category.
Mainstream Adoption.
Climate innovation shouldn’t compete with prosperity, which is why we need to make climate solutions as affordable, profitable, and scalable as the industries they will replace. We invest in solutions that help accelerate that shift, building the bridge between innovation and mainstream adoption.
Transparent Communication.
Amid widespread misinformation on climate change, successful investing means separating fact from fiction. We aim to show that climate solutions can compete financially with traditional investments while guiding investors toward companies and products that do good rather than harm.