Member Since 2021
Charlotte, North Carolina Area
Currently the Managing Partner of a value-oriented investment partnership focused on investing in real asset business (energy, materials and heavy industry) with a specific focus on opportunities arising from the ongoing transition to a low carbon economy. From an investing perspective, I aim to support my clients goals of having an impact and earning a return, a goal that can be accomplished by investing in solutions oriented companies operating in difficult to decarbonize but economically critical industries. The decarbonization of real asset businesses is at the core of achieving economy wide decarbonization. I have previous energy and mining related work experience in private equity, credit analysis and government policy. I combine a fundamentals based approach to individual companies with in-depth capital cycle analysis and a focus on the supply side constraints of commodity production to assess compelling investment opportunities.
Massif Capital takes a unique approach to real asset investing, that considers the vital role materials, energy and industrial businesses play in our economy, but also examines the new environmental realities these companies must adapt to. We express these investment views through a long/short fund that produces uncorrelated, long-term capital appreciation for our clients, and an opportunity for investors to actively participate in the global transition to a carbon-neutral economy. Disclaimer: The content on this LinkedIn page is provided as information only. It does not constitute an offer to sell any securities or the solicitation of an offer to purchase an securities. Massif Capital, LLC (“Massif Capital”) does not warrant the accuracy, completeness or usefulness of the information available on this LinkedIn page. Massif Capital does not control and is not responsible for third party content on this page or on other third party sites that may be linked to by this page. Such third party content or sites should not be presumed to reflect the view of Massif Capital or our staff.