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So far Rachel Kelly has created 52 blog entries.

Carbon Insetting and Timberland: Investing with Impact

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.6MB PDF) Forest carbon offsetting is increasingly featured in the media as a strategy for mitigating climate change. Under this concept, trees that timberland owners grow and sequester carbon can be used to offset emissions. The offsets can be bought and sold on regulated or voluntary [...]

2024-06-04T10:58:31-04:00Apr 15, 2024|Research Library|

How Timberland Can Protect Against Tail Risk: Thinking Beyond Basic Portfolio Diversification

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2MB PDF) As an alternative asset, timberland is valued by investors primarily for its return, diversification (low correlation with other asset classes), and inflation-hedging benefits. Less recognized and appreciated is the asset’s capacity to buffer an investor’s portfolio against “tail risks” — extreme negative market or [...]

2024-06-04T10:58:38-04:00Sep 11, 2023|Research Library|

Virtual Integration Value-Chain Investing in Timberland and Wood Manufacturing Assets

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (3.2MB PDF) In 2020, Timberland Investment Resources, LLC (“TIR”) announced the launch of our Mission Forest Products (“MFP”) sawmill project in Corinth, Mississippi. TIR was excited about this project launch because it was based on its investment philosophy of identifying and exploiting marketplace inefficiencies. In this [...]

2023-06-20T10:16:19-04:00Jun 20, 2023|Research Library|
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