LCS is an investment platform focusing on sustainability themes like Carbon Markets, Decarbonization, Electrification, and ESG Investing.
Investment Thesis – An Asset Class Forming in Real-Time
As countries and companies increasingly focus on decarbonization and their net-zero goals, a new asset class forms around the Valuation of Resources and Externalities ((“VRE”), including carbon, water, battery metals, and more) that will enable trends like electrification of industries from power, energy, transportation, aviation, and beyond.
VRE markets enter a secular bull market characterized by cycles of regulatory, technological, and demand-driven catalysts.
LCS designs investment products that are inherently long carbon
Financial Markets Solve Problems: We see the opportunity for asymmetric returns and value in providing financial innovation and access to improve new and existing markets.
THE PROBLEM
Climate Risks are increasing and pose serious threats to societal and economic function.
Mechanisms to enable drawdown, reduced resource intensity, and biodiversity are needed.
Carbon markets are one key mechanism, but they need to scale and improve in order to drive meaningful global change.
Investors lack tools to drive meaningful change.
Compliance carbon markets cover less than ~15% of emissions.
Voluntary Carbon Markets need robust supply side solutions, improved quality, transparency, and integrity.
Solutions must be long-term and bring co-benefits like improved livelihoods, water table health, and increased biodiversity.
OUR SOLUTION – 3 Strategies designed to strengthen one another
ETF’s: Liquid Products to bridge the gap and educate more investors about how carbon markets are a powerful climate mitigation tool with attractive risk-reward characteristic.
•Designed to improve liquidity and price discovery in Carbon markets
Evergreen Restoration ( “BLUE” ): Supply side carbon sequestration solutions essential for the market to scale.
•Designed to deliver co-benefits of improved livelihoods, water table health, and increased biodiversity
Perpetual Alternatives: high-quality ESG and Carbon Strategies to address market inefficiencies in structure and climate risk.
•Designed to address true cost of capital of climate risk and improve theoretical pricing of carbon
Contact Future Bright to learn more.
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