realassets
Governments around the world are in the first inning of a clean-energy transition. In arguably no other market will those changes be more impactful than in the real assets space.Q3 2020 hedge fund letters, conferences and moreThe Case For Investing In Real AssetsA core tenet of our case for investing in real assets is that the transition to a low carbon economy makes the space a fertile investment opportunity. Further, we posit that the path toward carbon neutrality should be the North Star guiding investors’ evaluation of real asset business models.The reason real asset businesses have such a...
ValueWalk
The diversification and inflation protection offered by real assets make them a valuable component of broader portfolios. Paradigm shifts within real asset industries also create new opportunities for investors. In a Q&A, Massif Capital portfolio managers explain the benefits of real assets, the role real asset industries will play in the transition to a low-carbon economy, and the ways a long-short strategy can capitalize on the shakeout from this transition.Q2 2020 hedge fund letters, conferences and moreThe Q&A addresses important concepts around:Why the current market environment calls for...
ValueWalk
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