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Hubbis presentation v


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  • 1. ‘Investing in Sustainable Forestry, as a True Alternative’ Antony Bell International Investment Manager Treedom Investments
  • 2. History of Forestry, as an AssetClass
  • 3. • Timber and tree products have always been traded • Investment in forestry was always landowners • Investors are now replacing landowners
  • 4. • Investor movement in the 80’s as TIMO’s arrived • Funding rapidly climbed to $1 Billion USD • Investment in ‘Green Funds’ increased in the 90’s due to concern in - Declining natural resources - Global warming
  • 5. Why isForestryConsidered to be Low
  • 6. Strong returns A safe haven in turbulent economic times Low correlation to traditional asset classes
  • 7. $500 Million
  • 8. - Institutions going into forestry investment - A stabilizing asset class Can be incorporated in a portfolio or as a stand alone
  • 9. Stock Market Social Volatility Civil unrest and Economicdownturns Political Changes TREES They just really love to grow!
  • 10. Comprised of two main elements i) Agriculture/Commodity ii) The timber itself iii) The real estate- Gain value and higher returns if allowed to grow- If market conditions are not favourable ,no problem theasset can remain in the ground to grow until prices rise
  • 11. The Future of Sustainable ForestryInvestments
  • 12. Renewable assetFuture demand will increase due to i) Population growth ii) GDP growth
  • 13. 1 Billion City Dwellers in China by 2030
  • 14. -Timber demand is correlated to GDP per capita - GDP per capita is correlated to urbanization - South East Asia is forecast to have the highest global urbanization rates by 2025
  • 15. - Plantations are the future No natural forests remaining if illegal logging continues within 40 years This creates the need for sustainable forestry plantations and investments
  • 16. Due to international laws and organisations policing,illegal logging is been reduced - The use of plantations will reduce this further
  • 17. The Asia Renewable Resources Fund, addressesinvestors need for; Good returns Low risk A desire to apply their capital in a socially responsible manner
  • 18. 12% IRR pa
  • 19. Agarwood - produces an essential oil named Oud, a variety of uses a highly prized commodity.Oil Seed Trees specifically for Bamboo –use as alternative fuel sources 2nd Fastest growing plant in the world, Teak - enhances its uses such as value in the furniture, construction, furnitur food, e and decorative construction industries. and many more.
  • 20. Diversification
  • 21. It wont solve the worlds problems
  • 22. themThe Asia Renewable Resources Fund intends to source projects thatinclude aspects such as; country benefit, projected profitability, carbonaspects, biodiversity, community, flora, fauna, marketpotential, risk, security and conservation potential.
  • 23. SUMMARYStrong returns in all economic timesA safe haven in turbulent economic timesCan be used as a stabilising asset class
  • 24. The Asia Renewable Resources Fund Ethical investing!Treedom Investments Ltd Tel: +66 (0) 2 259 6455 7th54 B.B. Building, Floor, Office # 3705,Sukhumvit 21 Road (Asoke) Klongtoeynua, Mob: +66 (0) 8 464 15 202Wattana, Bangkok 10110 Email: