Our strategies reflect the conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives. Sonen’s strategies are designed to provide a core allocation to each respective asset class or may be utilized as a complementary exposure to traditional investment portfolios.
Sonen Global Public Equity (“GPE”) provides access to a portfolio of global all cap equities, optimized for financial return and impact. The strategy seeks attractive opportunities across financial and impact themes and geographies.
Global equities can offer access to compelling investment and impact opportunities in a wide variety of markets. GPE is actively managed to be resilient in the face of wide-ranging market and economic conditions.
This flexible approach to global equity investing offers opportunities to capture diverse sources of alpha and to find the most attractive impact across key sustainability themes. The strategy invests in themes such as water infrastructure and technology, waste management, renewable energy, energy efficiency and healthcare. In addition, securities are selected for their Environmental, Social and Governance (ESG) qualities. Data on the sustainability themes present in the portfolio, in addition to ESG key performance indicators, are reported to investors annually.
Sonen Global Multi Strategy (“GMS”) seeks capital appreciation through absolute returns with low volatility and low correlation with traditional assets, such as public fixed income and public equities.
GMS seeks to achieve its objective by investing in five to ten investment managers in the sub-strategies of equities hedge, relative value, credit, and niche/macro. GMS is actively managed to capitalize on short term opportunities, or to protect against higher risk situations.
GMS seeks diversification through asset type, geography, industry, capitalization and impact. In all cases, managers must demonstrate a commitment to impact. GMS currently focuses on two key sustainability themes: Financial Services and Environmental Conservation. Financial services extend basic banking services and capital to underserved communities across the globe. Environmental conservation focuses on water conservation on a large-scale, as well as ecological restoration.
Sonen provides an opportunity to invest in real assets combined with highly targeted environmental impact.
We believe that real assets are a critical component of a well-balanced investment portfolio due to their diversification, risk mitigation, inflation protection and low correlation benefits. Sonen provides access to a portfolio of global real assets strategies diversified across sectors, investment stages and geographies aimed at optimizing investment returns and measurable impact.
All of the investments in the Global Sustainable Real Assets strategy are aimed at promoting four intended impact outcomes: sustainability, efficiency, renewability and restoration. The strategy seeks to accelerate the transition to renewable energy production, promote resource efficiency and increase the stock of land, water and timber under sustainable management.
LATAM Impact seeks to provide investors with access to resilient, high-growth sectors in post-pandemic Latin America, while driving meaningful, outcomes-based social and environmental impact across eight key impact themes. All investments in this strategy target specific and defined social and environmental outcomes across education, financial services, small enterprise growth, healthcare, sustainable agriculture, green real estate, environmental infrastructure and clean energy.
Our differentiated approach is based on delivering a diversified portfolio that consists of funds and direct investments, optimized for financial returns and measurable impact, across different strategies, risk profiles, vintages, sectors, impact themes and asset classes.
The fund also leverages the teams of Sonen Capital and Fondo de Fondos to unify a globally recognized leader in impact investing with one of the region’s most experienced venture capital and private market investors.
There can be no assurances that investments Sonen recommends will achieve their investment objective or have positive returns; all investments carry a risk of loss, including a loss of capital. You may have a gain or loss when selling your investments. Please see disclosure here.