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natural resources

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement May 16, 2022 by Larry Kochard · across every show →

Everything said about natural resources, oldest first

May 16, 2022 neutral
Disclosure
Makena has made no private natural resource commitments in 3-4 years
“We have not made a commitment to natural resources in over three to four years, and so that's been, it's, we have an interest, yeah, we have a reasonable size NAV in the ground of about six percent.”
Larry Kochard May 16, 2022 ▶ 40:56 Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
May 22, 2023 negative
Disclosure
Falls: Real estate and natural resources distributions are slower than expected
“Unfortunately, there are other parts of the portfolio that are not returning capital, and I'm not speaking about venture, but natural resources and real estate, which probably we would have expected would have returned a little bit more capital. That's been a …”
Amy Falls May 22, 2023 ▶ 49:44 Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Oct 14, 2024 neutral
Assertion Supported
Miller: Endowment ESG pressure stopped new resource commitments, not existing holdings
“The ESG pressures at your typical endowment foundation, the vast majority didn't take the form of you have to divest all of your natural resources. It typically took the form of you're not allowed to invest again in natural resources.”
Matt Miller Oct 14, 2024 ▶ 21:00 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
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