The document provides an overview of an investment manager's macro strategy and portfolio management process. It discusses: 1. The manager focuses on long-term profit opportunities brought about by an ever-increasing energy and commodity demand fueled by increasing population and accelerated industrialization. 2. They manage portfolios through dedicated sub-strategies including clean energy, water, agriculture, traditional energy, carbon and emissions trading, commodities and natural resources, and other hedge sectors. 3. The current timing is ideal for an experienced and diligent group of investors like themselves, as the cash flow rich integrated energy companies, sovereign wealth funds, utilities and technology companies around the world are spending vast amounts of money on these sectors.

1. Q&A
INVESTMENT STRATEGY
GLOBAL FUND EXCHANGE
PRIVATE & CONFIDENTIAL
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