
An Interdisciplinary Approach to
Commodities Investing
We specialize in
commodity-driven
industries
For over two decades, our team has invested across multiple economic and commodity price cycles. With a flexible investment approach across the capital structure, our platform seeks to deliver the most compelling, asymmetric risk-reward opportunities available, wherever they may exist at any given point in the cycle.

Sectors
we invest in
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Taking a
different approach

Inter-Disciplinary Perspective
We take a unified approach to deploying capital, spanning multiple investment disciplines across public markets, private markets, distressed credit, restructuring and litigation.
The cross-pollination of insights across markets often leads to a differentiated perspective. Together with our flexible capital model, this allows us to invest tactically across market cycles which we believe greatly enhances risk-reward.

Comfort with Complexity
We are known for tackling complex problems to unlock value for our partners and the companies in which we invest.
We view ourselves as problem solvers seeking to find innovative financing solutions to support businesses or industries experiencing temporary dislocation.

Contrarian Bent
We have found that contrarian investing in commodities often confers the most attractive return opportunities in businesses overlooked or misunderstood by others.
It is during periods when most traditional investors are unwilling or unable to allocate capital that we have historically been the most active.