We believe that successful equity investing is about finding value in companies that the marketplace has yet to price. We take a focused environmental sector approach that helps us to identify opportunities early, understand future business drivers and analyze risk. Our investment style is born out of a private equity heritage so we follow an in depth due diligence and fundamental analysis process and then invest with conviction and long-term horizons. Finally, we believe that investment costs do matter, and that our management fees should be aligned with investor objectives. Success is providing superior returns to our investors.