2012 Monthly Investment Performance Updates - Customize and export detailed investment strategy information.
UNPRI: Responsible investment in infrastructure
The discussion of ESG issues and infrastructure assets. What do investors do? How does infrastructure fit into investors' RI approaches? How can ESG be integrated into due diligence and asset management? What can be learned from other asset classes?
Capital Innovations, LLC signs Institutional Investors Group on Climate Change Agreement
Investing in Our People
Capital Innovations provides equal opportunity in its employment and human resources practices. We are also an emerging/minority-owned organization and participate in advocacy of these programs.
We are committed to responsible corporate citizenship, and encourage employees to play active roles in the growth and development of the communities in which they live and work. Our environmental policy recognizes our corporate responsibility to adopt programs that promote energy conservation, the sustainable use of natural resources, and Capital Innovations environmental restoration.
Capital Innovations believes that our reputation as an ethical, trustworthy provider of investment services is essential to our core purpose of helping clients worldwide build their financial security. Every Capital Innovations employee is bound by our code of conduct that sets forth the shared values and operating principles that guide our actions in the global marketplace.
Investing in Our Communities
By donating time, energy and resources our team supports a variety of local and international programs for the arts, education, sports, the environment and charitable endeavors including the Underhill Family Cancer Foundation.
Historically, institutional investors have invested in private partnerships for their real asset allocations as a means to control volatility and gain exposure to what is believed to be low volatility asset class.
Our investment strategies focus on equity-based exposure as a valuable component of an institutional real assets allocation. Combining direct and equity-based vehicles has proven an additional source of portfolio diversification for our clients and been proven a useful tool during rebalancing and tactical allocation decisions, creating further opportunities for alpha generation.
Global Listed Infrastructure Securities Separate Account Strategy
– Employs conservative, growth-oriented investment approach with an emphasis on dividend growth
– Seeks to invest in companies with sustainable competitive advantages that are likely to show consistent growth of earnings and dividends
– Favors companies that generate excess cash flow with attractive valuations and solid cash flow to support future dividend increases
– Subject to market risk, including possible loss of principal
Manager Profile: Team Managed by Michael Underhill and Susan Dambekaln
Michael and Susan contribute to the strategy a proven track record of investing in energy, transportation sectors, telecommunications and utilities. The portfolio managers have an average of 20+ years of experience in the investment management business, supported by a team of global research analysts.
Portfolio Construction:
– Universe includes publicly listed infrastructure corporations
– Portfolio consists of PM’s highest-conviction ideas
– Expected number of holdings: 25-40 stocks
– Benchmark unconstrained portfolio construction
– Currency hedging: Currency views incorporated into stock selection
Global Timber Securities Separate Account Strategy
Investment Objective: Investments in specialized timber-related securities. Seeks primarily, total long-term capital appreciation and secondarily, current income, through a diversified portfolio of investments in global timber and forestry securities. This investment strategy is designed for investors who are seeking portfolio diversification.
– Focus on well-managed companies that own or develop timber and forestry, natural resources
– Employs a conservative, growth-oriented investment approach with an emphasis on dividend growth
– Seeks to invest in companies with sustainable competitive advantages that are likely to show consistent growth of earnings and dividends
– Favors companies that generate excess cash flow with attractive valuations and solid cash flow to support future dividend increases
– The rate of earnings growth of natural resources companies may be irregular since these companies are strongly affected by natural forces, global economic cycles, and international politics. Diversification cannot assure a profit or protect against loss in a declining market.
Manager Profile: Team Managed by Michael Underhill and Susan Dambekaln
Michael and Susan contribute to the strategy a proven track record of investing in Agricultural Products, Forest Products, Homebuilding, Paper Packaging, Paper Products, and Specialized REIT's. The portfolio managers have an average of 20+ years of experience in the investment management business, supported by a team of global research analysts.
– Portfolio consists of PM’s highest-conviction ideas
– Expected number of holdings: 25-40 stocks
– Benchmark unconstrained portfolio construction
– Currency hedging: Currency views incorporated into stock selection
Past performance does not guarantee future results.
Please consider the investment objectives, risks, charges and expenses of any Capital Innovations strategy carefully before investing.