The investment objective of the separate account strategy is to achieve total return through investments in U.S. and non-U.S. equity securities issued by infrastructure companies. Infrastructure companies typically provide the physical framework that society requires to function on a daily basis and are defined as utilities, pipelines, toll roads, airports, railroads, marine ports and telecommunications companies. (According to "The Handbook of Infrastructure Investing.”) The highly experienced portfolio team applies a disciplined, bottom-up investment process, utilizing both qualitative and quantitative factors, focusing on high-quality commercial infrastructure owner/operators.
Emphasizes a total return approach to generate an attractive level of tax-exempt
income while seeking to protect shareholder capital. Our team considers both yield and price appreciation as critical sources of return. Emphasizes credit and structural strategies that have price upside. Strives to avoid bonds whose yields are insufficient for their risks.
The strategy employs active management, bottom-up research and proactive portfolio positioning. Guided by proprietary ESG research, the strategy selectively invests in municipal issuers with above average and/or improving ESG profiles. This strategy allows clients to bias towards over 30 states for investors with state-tax liabilities.
The investment objective of the separate account strategy is to provide attractive total return through investments in energy-related Infrastructure and securities of companies that derive at least 50% of their revenues or operating income from the exploration, production, gathering, transportation, processing, storage, refining, distribution or marketing of Energy Products as defined by "The Handbook of Infrastructure Investing.” The highly experienced portfolio team applies a disciplined, bottom-up investment process, utilizing both qualitative and quantitative factors, focusing on high-quality commercial energy infrastructure owner/operators.
The investment objective of the strategy is to achieve total return through investment in global real estate equity securities. Global real estate securities are common stocks and other equity securities issued by U.S. and non-U.S. real estate companies, including real estate investment trusts (REITs) and similar REIT- like entities. The highly experienced portfolio team applies a disciplined, bottom-up investment process, utilizing both qualitative and quantitative factors, focusing on high-quality commercial real estate owner/operators.
The investment objective seeks capital growth by investing at least two-thirds of its total assets in a diversified portfolio of the shares of companies operating in the financing, plantation and management of forests and wooded regions and/or the processing, production and distribution of timber and other services and products derived from wood. The investment universe is not restricted to a specific geographical zone. The highly experienced portfolio team applies a disciplined, bottom-up investment process, utilizing both qualitative and quantitative factors, focusing on high-quality Timber & Forestry owner/operators.
As an innovator in the Multi-Asset Real Return category, Capital Innovations delivered one of the first strategies designed to protect investor's purchasing power by investing in a variety of global Real Asset classes. We pursue real return opportunistically through a flexible, active approach that allows us to choose what we believe are the most appropriate Real Assets based on the current market environment. Our team utilizes an allocation process that includes a long-term outlook focusing on valuation to identify undervalue asset classes. However, we also consider short-term drivers of return including changing economic conditions and rapid swings in investor behavior. Our Multi-Asset Real Return Strategy is designed to be a core, "one-stop shop", solution combining both income and growth characteristics. Our team's Real Asset focused process seeks out the liquidity of exchange traded opportunities around the world and across asset classes along with dividend income opportunities.
The investment objective seeks capital growth by investing in businesses related to food production that capture value at various points along the food chain. Put simply, agribusiness is the business of feeding the world. It includes the entire spectrum of businesses related to food production – from planting to the distribution and sale of the end product. Not only does this offer promising investment opportunities, our global scope and the wide array of sectors could potentially reduce investors risk from market fluctuations. So, when you invest in our discipline, you may benefit from the growth prospects of the agribusiness. The highly experienced portfolio team applies a disciplined, bottom-up investment process, utilizing both qualitative and quantitative factors, focusing on high-quality commercial Agribusiness owner/operators.
Our team literally wrote the the book on unique aspects and challenges associated with performing operational due diligence review of Real Asset investments. Whether it is liquid Real Assets or private markets Real Assets, we have seen it all. Conducting site visits, analyzing fund documents, financial statements, evaluating operational risks concerning valuation methodologies, pricing documentation and analyzing illiquidity.
Nothing on this website should be deemed to be investment advice. The views and forecasts expressed in any materials on this website are as of the date indicated, are subject to change without notice, may not come to pass and do not represent a recommendation or offer of any particular security, strategy, or investment. Capital Innovations, LLC has no obligation to provide revised assessments in the event of changed circumstances. There can be no assurance that the strategies described will achieve their objectives and goals. Capital Innovations® is a registered trademark of Capital Innovations, LLC. All content is subject to our terms and conditions of use policy.
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