In the new normal, the world is even more highly attuned to purpose and sustainability. Entities lauded for doing good and taking care of people are winning. Sustainability is proving to be an enduring investment criterion.
Beaver Lake Capital is an Emerging Asia ESG fund that invests in well-run, scalable social enterprises aiming to provide both market returns and measurable impact against sustainability metrics, with preventative health as its core focus.
Health is the #1 concern for Asians and ripe with innovation
Financial Inclusion will be
driven by Fintechs and Social Enterprises
PhotoVoltaic’sfalling prices allow for village-based access to power
Business models that promote gender equality are in high demand
Meatless foods, central kitchens, and supplements and even insects are making inroads to feed people at less than $0.30 per meal
Sustainability-based SEs are protecting the rainforests and communities
The sole Managing Partner is an experienced global executive who has grown businesses, large and small. Previously a Chief Innovation Officer and a M&A investor, Zia is a high-profile, full-spectrum leader with a Stanford and MIT pedigree. Plans are to assemble a small team with two deputies, one associate, and one analyst.
The Fund will be located in Singapore.
Millenials demanding it
Brand/Customers seeking it
Climate Crisis compelling it
Worker Safety / Inequality forcing it
Less Downside justifying it
Talent: The region needs stewardship and actionable advice from experienced operator investors with strong networks and relationships. Investors need listening posts needed in one of the most vibrant and diverse places on Earth.
Timing is right: Valuations are depressed, and value deals can be secured in private equity class
Growth: Many Corporates in the are seeking increased exposure to growth markets: ASEAN alone is home to one billion consumers. Adding Greater China + South Asia + Middle East and Africa, the region represents much of the world’s growth and benefits from demographic dividend. Rebound tends to be accentuated in high-growth, future-oriented populations
Discontinuities create Opportunity: Health models already being reimagined to be preventative, tele-, and affordable. Innovative financial services spawning new industries and enabling super-app ecosystems.
PR: Corporates recognize need to manage PR around Green issues, ESG ahead of the curve
“ESG Investments frequently perform better than the wider market and are less volatile over the long term.”
–Nigel Green, CEO deVere
The fund will invest in well-run cross-tech businesses that generate their core competitive advantage through ESG impact. These social enterprises have improved cost structures, find it easier to access customers and markets, lower acquisition costs, and have greater potential to scale because they have impact.
Initial investments will be made through individual Special Purpose Vehicles (SPVs). Eventually, a Fund will be raised, with an initial fund size of $50M.
Beaver Lake Capital will take a minority equity stake at an early stage (principally VC and sometimes growth/PE), not to exceed $5M per investment.
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