We manage capital on behalf of institutional investors that include pension funds, endowments, foundations and family offices. Our mission is to create long-term value through the careful stewardship of their capital.

​

We draw on experiences across disciplines in public markets, private equity, distressed credit, restructuring and litigation. We believe that this interdisciplinary approach to commodities is unique and provides us with a competitive advantage in identifying and pursuing the most attractive investment opportunities across market cycles.

​

It is our belief that success in commodities starts with loss aversion. We seek to concentrate our capital singularly in opportunities characterized by downside protection alongside significant upside optionality.  Our steadfast commitment to this principle of asymmetry, in our view, has been fundamental to our success.