Creating value in the Green Industrial Revolution
Incubated as a family office in 1999, WAM has evolved into an asset manager with a focus on high risk-adjusted financial returns alongside positive environmental impact. Identifying macro trends and developing know how to be able to benefit from it, resulted in 13x gross return of an earlier fund. Now we see great possibilities in the green industrial revolution.
The green industrial revolution is here and happening right now. Climate change is real and ongoing. Disruptive technologies based on this will deliver great financial returns and improve the environment. WAM is positioned in the center of these developments. The firm takes smart positions in across all asset classes, with a focus on growth stage private equity. It will actively develop the companies in its portfolio.
People make the difference, in WAM and in our investments. In WAM we have a shared back-office and analysis section, in combination with dedicated teams for green growth private equity. The committed team members have great track-records in finance and industry.
GROWTH STAGE PRIVATE EQUITY WITH POSITIVE IMPACT: GGF2
GGF2, Green Growth Fund 2, is our private equity fund which invests in European growth companies. The aim is to deliver high returns and to benefit the environment.
IMPACT INVESTING ACROSS ALL ASSET CLASSES: REEF
REEF is our evergreen investment vehicle. It invests in all assets classes, based on perceived potential and risk created by the green industrial revolution.
BERLIN GREEN INVESTMENT SUMMIT
Our yearly investment summit will give you valuable insights around investing for profits and at the same time drive positive climate change. This year the event takes place on June 12 and in 2019, on June 5.
Almost everything is expensive For the first time in decades, the usually profitable investment strategy to diversify funds across asset classes - to do well even when one of them tanks - has not worked in 2018. Going forward, things do not look much better. There is...read more
Jochen Wermuth, chief investment officer at Wermuth Asset Management discusses the shifting focus in the future of investment. View the clip on CNBC here:...read more
Jochen’s analysis on who will be the winners from the green industrial revolution (N-TV video in German). Jochen Wermuth explains that several industry sectors will struggle to survive if not adapting to changes quickly. For example, the price of solar electricity...read more
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/01/15/deutschland-in-der-rezession-eine-frage-der-definition_11143read more
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/01/07/nach-35-jaehrigem-boom-stagnieren-die-bondmaerkte-erst-einmal_11138read more
Stocks, bonds, houses – everything is expensive: an analysis of risks and opportunities – Dieter Wermuth
Monetary Workshop at DSGV, the German Association of Savings Banks Berlin, December 8, 2018. Read the updated version as of December 14, 2018 here: Presentation_Dieter_Wermuth_Berlin_8Dec2018_ext_v181214.pdfread more
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/12/11/neue-deflationsgefahren_11117read more
Read about it here: Green-Revolution-Winners-and-Losers-181122.pdfread more
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Follow Jochen Wermuth
Senior Fund Partner