The Efficiency Revolution.
As resources tighten, demographics evolve and the environment degrades, companies able to produce more with less will outperform business models that rely on a continuing supply of cheap energy and materials — creating historic investment opportunities. Combined, our sustainability thesis and proven value discipline forge a logical path to superior investment returns.
Improve Performance—Reduce Risk.
The Efficiency Revolution has enormous lucrative potential — but it’s not without risk. So we focus only on the strongest companies: “blue chip” businesses operating in the green economy. We apply intensive private equity-style diligence and only hold stocks when we see significant discounts to intrinsic value. And we strive to keep fees and turnover low and maintain concentrated portfolios.
Make an impact on the world.
As resource and environmental issues become more challenging, prices will be forced to adjust, and the companies Greenchip has invested in will be in great demand — not just economically, but socially as well. So investing in more sustainable business models isn’t just a sound move financially: it’s also a meaningful way to put our money where our future is.