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For Sophisticated Investors only.
Our expertise is in three main areas:
Below is some discussion of how the GRI approach is distinct, followed by descriptions of generic services. We add special value in venture capital investment review for angel investors and due diligence services, offering world class expertise and service at local prices. Each client has their own needs which determine the nature of our relationship.
You should only invest in venture capital if you have experience of this kind of investment or have at least 90% of your net worth in less risky investments. Consider whether or not you are a "Sophisticated Investor".
Target Market and Investment Policy
Our investment targets are small and medium sized businesses with attractive management, a sustainable initiative and prospects for fair returns and managed risk. Their financing needs are generally under served but their growth prospects are good.
What we offer is summarised at this link for information only. A description of the market opportunity extracted from an illustrative fund proposal is here.
Team and Method
Tom Butler leads the investment process and coordinates with the investment committee and other principals.
The investment process is as follows:
More on our venture capital focus and approach is offered here.
To find out more or retain us to advise on your investment management, please contact us. Thank you.
Investments in private enterprises are made either via a GRI Equity fund or may be made directly by an investor who has retained GRI Equity. It is recommended that investors participate in a collective investment vehicle for risk diversification benefits.
The structure of our venture capital funds is attractive because they align our interests with those of investors. A holding company structure, in which the fund owns the management company, rather than only having an agency relationship and by vesting equity premium compensation rather than "performance fees". These are briefly described in a draft summary of fund principal features available here for information only.
Example documents available for further reading are:
We recommend investment in a low-fee, index tracking fund, held long term, such as those offered by Vanguard.
Jack Bogle's 8 basic rules for investors:
If you would like further advice, please let us know how we can help.
We manage discretionary portfolios on a collective or segregated
for selected clients. Our approach is simple. Companies
are first screened by a sustainability index, such as Domini, FTSE4Good
or DJSI. Specific companies are selected after fundamental
analysis, including current price and business outlook.
Portfolios are recommended for long term holding. Portfolios are generally structured to select holdings to hedge the risk of other assets, such as property, currency or bonds, that the client may hold.
More on our listed stock investment service is here.
Please book a call with Tom to discuss your needs personally. Thank you.
If you would like to manage your own portfolio of listed stocks we offer an intensive one day training delivered to you at home or office. We'll cover the basics of investment selection, portfolio construction and the technology required. If desired, we will help you set up your investment system itself.
Please contact Tom Butler for more information or to book a day that suits you. Thank you.
Why GRI Investing?
The performance of SRI/ethical/green companies generally outperforms others. Increasing volumes of data are driving more investment in CSR, governance, human development, community engagement, earth care. Investors in this sector know the benefits of lower volatility and sustained growth offered by these initiatives. The following reports details recent findings.
In the US approximately $ 2.3 trillion is in green investment product, which accounts for approximately 10% of portfolio assets, and over 90% of that is held in individual accounts rather than mutual funds.
The advisor has a long track record of evaluating qualitative performance to gauge business prospects. This includes experience of venture capital investment in to private businesses, where information is not as transaparent as in listed vehicles, and in emerging economies where traditional business methods are not as driven by merit as in economies where markets and commercial infrastructure, like banking, law, accounting and judicial equity, is more developed. Our track record of investment to listed green businesses has matched or exceeded market performance.
Our integral systems approach is built upon the discipline of finance and with reference to natural systems law and practice. We apply hard screens, considering financial implications of operations, management, culture, ethics, environmental impact and community engagement and may also use psychographic screens.