vital assets overview april2012

8/2/2019 Vital Assets Overview April2012

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G L O B A L F U N D E X C H A N G EI N V E S T I N G I N V I T A L A S S E T S


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Our planet was not given to us by our parents.

It was loaned to us by our children. Invest wisely.


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We firmly believe that forward-thinking, purpose-driven investments can yieldprofits while helping to make the world a better place for ourselves, our

children and generations to come.

Our investors have made an active, responsible choice to align their portfoliosand their investment decisions with our planets most pressing needs in

energy, agriculture, water and scarce resources.

I N V E S T W I T H P U R P O S E . L E AV E A L E G A C Y.

O U R V I S I O N


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A B O U T U S

A N R I C B L A T T

C h a i r m a n a n d F o u n d e r

Principal activities: strategy allocation, portfolio management, manager research, duediligence, new product development & structuring

Experienced specialist investor in energy, hedge funds, systematic trading andcommodities

Successfully built a number of multi-manager fund management companies over past 15years

L A U R A L O U I S E D U F F YC h i e f E x e c u t i v e

Diverse 20 year career in finance and hedge funds Experience across multi tude of asset classes, both emerging & developed markets Extensive background in risk management, manager due diligence, legal, compliance,

product structuring and development, and hedge fund operational management

TEAM MEMBERS


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STRATEGY HIGHLIGHTS

80+ million people joining the planet each year

Rapid industrialization of India, China, South East Asia, Latin America causingsevere strain on existing resources

Severe water stress experienced in most productive parts of the world

Exciting opportunity set throughout agriculture and scarce resource complexthrough niche boutique specialists across the world

FLAGSHIP VEHICLES

Earth Wind & Fire Fund

AquaTerra Fund

Hybrid Energy Fund

White Label Fund Solutions

Bespoke Consulting & Portfolio Construction

SIGNIFICANT ALPHA ADDED THROUGH:

Diversification across, geographies, sectors, asset classes, instruments & styles

Strategic manager selection & deep due diligence

Strategic & tactical global macro asset allocation

I N V E S T I N M E G A M A C R O T R E N D S


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SIGNIFICANT GROWTH

Record $260 billion global new investment in clean energy in 2011

Sky-rocketing growth in Asia. Chinas earmarked investments in clean energyover coming decade to top $750 billion (12th Five year plan)

In 2010, wind, solar, wave and biomass energy drew $187 bil lion in newinvestment compared with $157 billion for natural gas, oil and coal

GLOBAL RENEWABLE ENERGY POLICIES

Pressing need for new power capacity is spurring clean energy investments in

South & Central America, the Middle East & Africa

Number of countries with policy support for renewable energy policy more thandoubled from an estimated 55 in 2005 to 119 in 2011

ENERGY SMART TECHNOLOGIES

Fastest growing sub-set of clean energy

Technologies designed to use electricity and fuel more efficiently across all

modalities, including:

C L E A N E N E R G Y

advanced transportation

smart grid

digital storage

energy efficient lighting

building-integrated solar

energy storage

batteries

fuel cells


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RISING DEMAND FOR ENERGY

Primary energy use expected to grow 40% by 2025, with 93% of growth to

come from developing world economies.

By 2025, global oil demand is predicted to be 60% greater than today

Annual rate of oil consumption growing swiftly in China (+7.5%) & India (+5.5%)

PARADIGM SHIFT

Fossil fuel energy sources are diversifying and becoming more efficient in lightof peak oil concerns

Many of OPEC nations, including Saudi Arabia, are already pumping oil fromknown post peak fields

Once field has peaked, rate of decline is dramatic and can be as much as10%/year

UNCONVENTIONAL OIL

Big Oil conglomerates shifting focus to shale gals, natural gas, tar sands and

deepwater offshore fields

Billions invested every year to develop unconventional sources of fuel

New horizontal drilling techniques are revolutionizing natural gas industry

E N E R G Y


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COMPELLING REASONS TO INVEST

Limited resources, increasing demand and rising food prices

SIGNIFICANT opportunities from field to fork in commodities, farming & seed

technology and agribusiness

EXPONENTIAL POPULATION GROWTH

How will we feed 9 billion+ people by 2050? FAO reports global agricultureproduction must increase 70% to meet new demand

Nearly all new demand coming from developing world, where agricultural

demand is set to double

Historic shift in global dietary patterns as middle class shifts to a more meat-centric/energy-intensive diet. (Significant knock-on effect on water and arableland use)

Noteworthy trend in developing countries, where meat consumption is growing3X faster than rest of the world.

FOOD SUPPLY/DEMAND GAP

Investment in agriculture must rise 47% to $279 billion/year at a minimum

Despite years of advances, gains in agricultural yield per acre have slowed toless than 1% a year

Agriculture science and technology attracting new investment and governmentimperatives from countries around the globe

A G R I C U L T U R E


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FRESHWATER SCARCITY

Current freshwater sources satisfy only 50% of world demand. By 2025, the

world will need 25% more water than is currently available

Water scarcity is an economic constraint in major growth markets such asChina, India, Indonesia, Australia and the Western United States

By 2025, per capita water availability in water-stressed Gulf region will likelydecrease by 50%

AGRICULTURE/ENERGY/WATER NEXUS

Nearly 70% of global water consumption is used for agricultural irrigation.In developing nations, this can be as high as 90%

Global agriculture wastes approximately 60% of the 2,500 trillion liters of waterit uses every year

Dangerous aquifer depletion occurring in major agricultural centers

INEFFICIENT WATER INFRASTRUCTURE

Municipalities commonly lose up to 50% of their water supplies to leaks

U.S. water infrastructure system requires $1 tril lion in infrastructure upgrades

Gulf countries plan to invest $300 bil lion plus in crucial water projects

China plans to invest $622 bill ion on water infrastructure over the next decade

W A T E R


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WIDENING RESOURCE DEFICIT

Resource demand from developing world to exceed developed world by 2015

Demand for iron-ore, aluminum and copper to double over next 15 years, asChina develops into worlds largest consumer of metals

DID YOU KNOW? BY 2030, ADDITIONAL DEMAND WOULD REQUIRE

Another Pilbara region (Australia) every 5 years to meet iron demand

Another Saguenay (Canada) every 9 months to meet aluminum demand

Another Escondido (Chile) every year to meet copper demand

Another Hunter Valley (Australia) every year to meet coal demand

Another Ranger (Australia) every four years to meet uranium demand

COAL IS KING

One 1,200 MW coal-fired power plant is being built every week in China.China is on track to triple coal consumption and become a net coal importer

EXPANSIVE INVESTMENT OPPORTUNITIES IN:

N A T U R A L R E S O U R C E S

Mining and exploration

Precious and rare earth metals

Timber and paper

Minerals

Energy commodities

Resource production chain


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USA +1 212 570 7970QATAR +974 3318 6908

HONG KONG +852 8174 6688

SWITZERLAND +41 44 586 8582

M A K E A D I F F E R E N C E

[email protected]/FUNDEXCHANGE

TWITTER: @FUNDEXCHANGE

GLOBALFUNDEXCHANGE.COM/BLOG


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