‘Investing in Sustainable Forestry, as a True Alternative’  Hubbis Wealth  Management Forum  Bangkok 2012                 ...
History of Forestry, as an AssetClass
• Timber and tree products have always been traded   • Investment in forestry was always landowners          • Investors a...
• Investor movement in the 80’s as TIMO’s arrived      • Funding rapidly climbed to $1 Billion USD            • Investment...
Why isForestryConsidered to be Low
Strong returns  A safe haven in turbulent economic times     Low correlation to traditional asset classes
$500 Million
- Institutions going into forestry investment     - A stabilizing asset class             Can be incorporated in a portfol...
Stock Market                         Social  Volatility                    Civil unrest                                   ...
Comprised of two main elements            i) Agriculture/Commodity           ii) The timber itself          iii) The real ...
The Future of Sustainable ForestryInvestments
Renewable assetFuture demand will increase due to          i) Population growth         ii) GDP growth
1 Billion City Dwellers   in China by 2030
-Timber demand is correlated to GDP per capita    - GDP per capita is correlated to urbanization       - South East Asia i...
- Plantations are the future    No natural forests remaining if illegal logging   continues within 40 years         This c...
Due to international laws and organisations policing,illegal logging is been reduced    - The use of plantations will redu...
The Asia Renewable Resources Fund, addressesinvestors need for;                   Good returns                   Low risk ...
12% IRR pa
Agarwood - produces an                                   essential oil named Oud, a                                   vari...
Diversification
It wont solve the worlds problems
themThe Asia Renewable Resources Fund intends to source projects thatinclude aspects such as; country benefit, projected p...
SUMMARYStrong returns in all economic timesA safe haven in turbulent economic timesCan be used as a stabilising asset class
The Asia Renewable   Resources Fund                       Ethical investing!Treedom Investments Ltd                       ...
Hubbis presentation v
Hubbis presentation v
Hubbis presentation v
Hubbis presentation v
Hubbis presentation v
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Hubbis presentation v

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Presentation by Antony Bell, Investing in Sustainable Forestry, as a True Alternative
Hubbis Wealth Management forum Bangkok June 2012

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Hubbis presentation v

  1. 1. ‘Investing in Sustainable Forestry, as a True Alternative’ Hubbis Wealth Management Forum Bangkok 2012 Antony Bell International Investment Manager Treedom Investments
  2. 2. History of Forestry, as an AssetClass
  3. 3. • Timber and tree products have always been traded • Investment in forestry was always landowners • Investors are now replacing landowners
  4. 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. 5. Why isForestryConsidered to be Low
  6. 6. Strong returns A safe haven in turbulent economic times Low correlation to traditional asset classes
  7. 7. $500 Million
  8. 8. - Institutions going into forestry investment - A stabilizing asset class Can be incorporated in a portfolio or as a stand alone
  9. 9. Stock Market Social Volatility Civil unrest and Economicdownturns Political Changes TREES They just really love to grow!
  10. 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. 11. The Future of Sustainable ForestryInvestments
  12. 12. Renewable assetFuture demand will increase due to i) Population growth ii) GDP growth
  13. 13. 1 Billion City Dwellers in China by 2030
  14. 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. 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. 16. Due to international laws and organisations policing,illegal logging is been reduced - The use of plantations will reduce this further
  17. 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. 18. 12% IRR pa
  19. 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, food, furniture and construction decorative and many industries. more.
  20. 20. Diversification
  21. 21. It wont solve the worlds problems
  22. 22. themThe Asia Renewable Resources Fund intends to source projects thatinclude aspects such as; country benefit, projected profitability, carbonaspects, biodiversity, community, flora, fauna, market potential, risk,security and conservation potential.
  23. 23. SUMMARYStrong returns in all economic timesA safe haven in turbulent economic timesCan be used as a stabilising asset class
  24. 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: Antony.bell@treedom.com

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