Strategic investments in energy, mining, timber, and water resources to capitalize on global infrastructure development and the transition to sustainable energy systems.
Our natural resources investment strategy focuses on essential commodities and materials that power global economic growth. We target companies and assets involved in energy production, critical minerals mining, sustainable forestry, and water infrastructure.
With the global energy transition accelerating and infrastructure needs growing, natural resources investments offer compelling opportunities for long-term value creation and portfolio diversification.
13.5%
15-year average
85+
Active investments
Solar, wind, and hydroelectric power generation
Lithium, copper, rare earth elements for technology
Timber production and carbon sequestration
Water treatment and distribution systems
Leading the transition to sustainable energy systems
Utility-scale solar installations across high-irradiance regions with long-term power purchase agreements and stable cash flows.
Onshore and offshore wind farms strategically located in high-wind corridors with advanced turbine technology and grid connectivity.
Diversified exposure across natural resource sectors
40%
Renewable and traditional energy
30%
Critical minerals and metals
20%
Sustainable timber operations
10%
Water infrastructure and rights
Capitalizing on the global shift to clean energy
Utility-scale solar projects and distributed generation systems with long-term power purchase agreements.
Capacity: 2.5 GW portfolio
Average PPA: 20 years
Onshore and offshore wind farms in high-resource areas with stable regulatory environments and grid access.
Capacity: 1.8 GW portfolio
Capacity Factor: 45%+ average
Battery storage systems and grid-scale energy storage to support renewable energy integration and grid stability.
Storage Capacity: 500 MWh
Technology: Lithium-ion
Essential materials for the clean energy transition
High-grade deposits with long mine life and low production costs
Assets across stable jurisdictions with mining-friendly policies
Sustainable mining practices and community engagement
Materials with strong long-term demand fundamentals