High Conviction Asset Classes

Natural Capital

As the global demand for electricity from AI data centres and general growth continues to compound (alongside a realisation that substantial penetration of solar and wind generation cannot achieve society aims), we will see compelling investment opportunities around Natural Capital as an asset class. We have been active investors in Australia Carbon for over 4 years and have detailed knowledge of the regulatory environment, trading opportunities and technology providers in this new asset class.

We focus on the intersection of ecology and economy: regenerative agriculture, sustainable forestry, soil regeneration, land banking, and carbon markets. Leveraging deep experience in Australian markets and international partnerships developed through a variety of portfolio positions, we apply institutional-grade investment rigour to this new asset class – blending traditional valuation with natural capital accounting, science-based targets, and measurable impact frameworks. Australia has a strong, high-integrity carbon regulatory regime.