Edition 2
The transition to a more sustainable world and addressing climate change is one of the defining themes of our generation.
Haven Green was born by an experienced team of investment professionals seeking to increase the allocation of capital in areas that make positive impacts to the world.
Paul Price - Founder and CEO
We offer a multi-boutique structure, focused on connecting asset owners with strategies with a unique perspective on the issues of today, including sustainable investing and climate change, while recognising the importance for robust commercial returns. We have an exciting roster of broad investment solutions from artificial intelligence and machine-based learning to energy transition to resource efficient core equity and global value strategies.
Read more about the managers we are proud to partner with below.
Paul Price, Founder and CEO
Alpha Intelligence Capital (AIC) is a global venture capital fund dedicated to investing in artificial intelligence and machine learning. A secular trend, AI’s value creation impact is just starting to be felt and Alpha Intelligence Capital is ideally placed to seize the booming AI investment opportunity.
At the end of 2023, AIC finalised a fundraising round during which they onboarded Temasek, the large world-class Singaporean sovereign fund. The Fund is on track to achieve its fundraising target of 300mln and final closing will take place in the summer 2024.
AIC Fund II has already invested in 7 companies across various AI fields, including in Open AI. New investors invest in the fund at cost; they do not pay for the value created since the fund invested in these companies.
Given the time required for due diligence and onboarding, it is important that those interested start discussing to be onboarded in the next closings.
We had the opportunity to sit with AIC Co-Founder Antoine Blondeau and Partner Arnaud Barthelemy for a very special webinar to discuss investment opportunities in AI. Over 30 minutes, we heard how AI is the greatest gamechanger for business across all sectors today, and how AIC’s process for assessing opportunities always starts with the technology – understanding if it is deep and different.
Some areas for potential investment are already essentially closed off for new entrants or are very expensive, bubble valuations, because of the strength of incumbents. The best investment opportunity would seem to lie in carefully finding the “picks and shovels” applications within specific sectors, where domain expertise is critical.
Blue Like An Orange is a sustainable Latin American SME debt manager. As a fundamental component of its strategy, Blue like an Orang works with local partners and provides predominantly mezzanine debt to respond to the growth and capital needs of entrepreneurs in these regions.
Haven Green recently took the opportunity to sit down with founder of Blue Like An Orange, Bertrand Badré.
A former Managing Director of the World Bank, Bertrand founded Blue Like An Orange in 2016 with a clear vision - to finance entrepreneurs in Latin America, investing in projects that have a meaningful and measurable positive social and environmental impact.
He chatted with us on how:
Latam is broadly moving in the right direction
Most of the major economies are stable and the last decade has seen significant change in many countries laying the foundations for the next decades. Latam is broadly moving in the right direction.
Selective investment is key
Mexico is now the largest trading partner of the United States, a huge investment opportunity, while Brazil is back on track and is centre stage again. On the other hand, Argentina was in the top 5 countries in the world less than 100 years ago, and has had major debt issues since the 1950’s. So it is vital for investors to be selective and not naïve.
Latam has a huge opportunity in renewables
Latam has an abundance of the natural raw materials required to support the energy transition – key minerals (lithium, copper etc), forestry, bio-diversity, hydro power etc. Key objective of financial markets in this regard is to channel capital to the emerging world.
Environmental and social impact are not at the expense of financial returns
BLAO is an impact investor, financing entrepreneurs in Latin America via structured debt. It is rigorous and demanding in its analysis of both financial return and impact (environmental or social) and never sacrifices either.
View the discussion in full by clicking on the button below:
Ecofin has blended financial expertise along with ecological expertise to bridge the gap and create award winning sustainability strategies. With roots in sustainable investing that goes back to the 1990’s, Ecofin is at the forefront of truly sustainable and impactful investment strategies.
The Ecofin UCITS range covers Energy Transition, Global Sustainable Listed Infrastructure and Global Renewable Infrastructure. Each strategy brings unique advantages which help to create opportunities in their respective thematics.
Upcoming Webinar
Burning Questions On The Energy Transition
2023 was a record year for global temperatures and the need for carbon mitigation is only getting stronger.
We are very much looking forward to a timely and important discussion this week with Ecofin Energy Transition Portfolio Manager Max Slee.
Register now for this 30-minute webinar, during which we will ask the burning questions on the Energy Transition:
- Are recent tailwinds now blowing the other way? Is decarbonisation still competitive?
- How are interest rates and inflation impacting the Energy Transition?
- 2024 is a big election year - how is policy and other geopolitical events impacting green energy stocks?
- Debunking myths on the efforts to achieve net zero
- Main themes such as electrification, clean transportation, industrial & building efficiency.
Hotchkis & Wiley is an employee-owned firm founded in 1980, employing a value philosophy and time-tested approach that outperforms through cycles.
Having a long track record in Global Value investing, the firm launched a UCITS fund in March 2023.
Click below to read the latest portfolio update from the team on their Global Value strategy. Their portfolio looks very different from the market, given their high active share (93 as of 12/31/23; 5-year average = 92) and geographic / sector positioning. As a result, H&W has a valuation profile and long-term return opportunity that they believe is considerably more attractive than the benchmark’s.
Over the long-term, the team believes security selection matters more than market cycles and are confident that if they continue buying good assets well below their worth, they can continue to deliver good returns.
Market mispricing of corporate sustainability can be exploited to generate better risk-adjusted returns. Osmosis Investment Management targets excess returns through the identification of Resource Efficiency in listed companies. They define Resource Efficiency as the Carbon emitted, Waste generated and Water consumed, relative to value creation. Their portfolios overweight efficient companies and underweight, or short, inefficient companies as identified by the Osmosis Model of Resource Efficiency.
Two of Osmosis's Resource Efficient Funds have been shortlisted for this years ESG Investing Awards.* Their flagship Core Equity Fund has been nominated for the Best ESG Global Equity Fund for the second year running and Osmosis’s Core Equity ex-Fossil Fuels Fund has been nominated in the Best ESG Climate Transition Fund category.**
Osmosis was also awarded top scores in the UN-backed Principles for Responsible Investment (PRI) 2023 Assessment Report.
*The ESG investing Awards are free to applicants and open to all organisations globally. The award finalist nominations relate to the annual period Dec 22 – Dec 23.
Tenax Capital, a multi-strategy asset manager with a dedicated team for Catastrophe Bonds, is celebrating a record performance in a record year.
With a net total return of 17.9%, Tenax ranks as the top performer ILS manager in the UCITS universe for the full year 2023.
View a discussion on the drivers of the 2023 performance and the outlook for 2024.
To hear more information on any of our partner managers, or to receive regular strategy updates, please speak to your Haven Green Sales representative or send us a mail at info@havengreen.eu.