In 2025, protectionism is on the rise in a fragmented world where leaders focus on domestic issues at the expense of climate initiatives. This should not obscure the urgency of the climate challenge: 2024 is the hottest year on record¹ so far. 

Global warming is accelerating as both land and oceans lose their ability to absorb carbon and excess heat. Oceans absorb 90% of the heat caused by climate change² – yet surface temperature in 2023-2024 was completely off the charts, increasing by more than 0.4 degrees in a move that surprised scientists³. To date, land ecosystems absorbed more than 30% of human-generated emissions. But this capacity collapsed in 2023 when land CO2 uptake fell by 90% relative to past decades.⁴ This suggests land has a diminishing impact on mitigating climate change. 
 

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We believe that nature-based, real assets can play an essential role in creating products that reverse climate change. It is possible to take one hectare of agriculture land, restore and continue producing on it, and, as a result, extract more than 10 tons of CO₂ net from the atmosphere, even taking into account all of the emissions in the entire value chain⁵. This vastly improves on the goal of reaching net-zero emissions. Instead, the process aims to remove 20kg of CO₂ per kilogramme of product consumed. 

Our investment strategies are driven by nature-based products that aim to be better and cheaper than competitors. We focus on the value chains of consumer staples for products with strong demand dynamics. The capital we provide helps farms produce goods that reverse climate climate change, lower production costs and secure future productivity while making products that bind CO₂. 

As the climate becomes ever more imperilled, we find value in holding nature assets that offer investors potentially attractive risk-adjusted returns, portfolio diversification and a hedge against inflation. For those willing to invest in long-term, fundamental value creation, nature is the most reliable partner we have.