Real Assets - Real Expertise™
In the spirit of Charlie Munger, we adhere to the belief that “Getting wiser is a combination of humility and diligent curiosity. Without the first, the second is useless: You won't truly learn anything.”
Our fund management teams share their views and insights across a range of investments markets and asset classes. Includes fund and market updates, team travel diaries and thought leadership provided to the media so we may help our clients make a more informed choice.
September 2017 Financial Times "Apple has worst week in 17 months on muted demand...Michael Underhill, chief investment officer at Capital Innovations, forecast a rotation out of tech and into energy and materials through the end of 2017." by Nicole Bullock
September 2017 Financial Times "US small-caps take cheer from Fed" by Nicole Bullock
September 2017 Barron's "MLPs Stage a Surprise Post-Harvey Comeback" by Amey Stone
August 2017 Financial Times "New high for Apple leaves tech stocks as August winners" by Nicole Bullock
August 2017 CNBC Closing Bell "Secular rotation into Energy and Materials".
July 2017 Barron's Income Investing "Timber REITs, Like Weyerhaeuser, Could Get Boost from Vanguard ETF Swap"
February 2017 CNBC Closing Bell "What to buy at all time highs" interview regarding security valuation.
December 2016 CNBC Closing Bell "Saudi Arabia the 100 lb. gorilla in the room" on OPEC cuts. 12/27/16
November 2016 Financial Times "The Trump factor: have markets gotten carried away?" by Nicole Bullock
October 2016 Reuters "Agrium-Potash merger set for shareholder approval" by Rod Nickel
October 2016 "Infrastructure Investing: Who said sewerage isn’t sexy?" Update by Ridgeworth Investments
October 2016 MarketWatch "5 gold stocks favored by fund managers today" by Michael Brush
Capital Innovations Institute™: Thought Leadership in Practice
Capital Innovations Institute’s primary goal is to develop ideas and research that expand the investment community’s understanding of Real Asset Investing. The Institute is a division of Capital Innovations, LLC a leading investment management firm based in North America. By partnering with professionals and academics in our field, we seek to educate clients, consultants, members of the broader investment community, and our own investment professionals. The primary tools employed to reach our diverse audiences include:
Special events, including conferences, educational seminars and other programs. Through these initiatives, we strive to enhance the understanding and commitment of our audiences, attract interest and input from progressive thinkers in our industry, and contribute to the creation of an interactive forum for innovative ideas which ultimately lead to publication of research papers and articles.
To find out more about our annual Institute meeting please contact us.
Liquid Alternative Investing Whitepaper Series (Available upon request, please contact us)
Multi-Asset Real Return Investing for a Multi-Polar World
Global Agribusiness Investing - The Business of Feeding the World
The Case for Global Listed Infrastructure
Master Limited Partnership Outlook
Global Timber Investing - Seeing the Forest for the Trees