The Fund employs long-biased commodity strategies that are:
Our Agreements are crafted to emphasise each party?s strength and protect against any potential weakness. Our investments create investor value for both our Fund and our counter-party ? our model works because it it a win/win proposition for both parties.
We have established a sound system of risk oversight, management and internal control to identify, assess, monitor and manage material risks related to the conduct of the Group?s activities.
Our aim is to:
Wherever we operate we develop, implement and maintain management systems for all material risks that enable us to:
We do this by:
The level of risk control is balanced by our continued encouragement of enterprise and innovation, with corporate governance being exercised through the regular measurement and reporting of our risk management processes
Dedicated internal Risk Management staff, process & controls
Berry offers Institutional & SWF investors access to uncorrelated returns through a variety of alternate investment strategies. Our innovative strategies are credit & asset based and take advantage of the deep liquidity of global commodity markets.
Institutional & SWF investors can benefit from not only the higher returns produced by our strategies combined with the ability to diversify their current strategies providing uncorrelated returns.
Our active hedging strategies provide the benefits of locking in top quartile returns, reducing volatility, mitigating risk, preserving capital & satisfying liability management constraints whilst also allowing opportunities for additional alpha generation.
Our multiple investment strategies for Institutional & SWF investors provide:
As the global authority on commodities, our alternate asset management strategies leverage off our globally integrated model, which provide the funding for the growth needed for our economies & creates wealth for our investors.
For large institutions & sovereign wealth funds, our proprietary model & innovative strategies can be used as a low risk replacement for direct investment in energy, resource & infrastructure companies by providing the lowest cost & highest margin per unit access to direct commodity production & income.
As careful stewards of capital, we provide solutions that promote economic growth & create lasting value for our investors as well as the companies in which we fund.
By providing the funding required we are making companies stronger & better positioned for long-term growth, we help create good jobs & long-term employment which in turn support local communities & secures the future of millions of people around the globe.
We are currently in an environment where all listed participants in the Energy & Resource Commodity value chain are under increasing scrutiny, from investors & commentators alike, with regards to investing in new or expansionary projects.
That’s if you can attract any interest to your story in the first place to successfully raise debt or equity for new projects.
Even accessing quality, top-tier projects is increasingly difficult.
The never-ending scrutiny from analysts on company & project returns is unrelenting – the constant pressure to increase & maximise margins can make the difference between whether you are a market darling or a market disaster.
But, we can show you how to turn that negative into a positive.
For upstream producers, Berry can provide listed companies the opportunity to participate in a globally diversified portfolio of top-tier producing assets providing far better margins without the prohibitive risk, initial cost & on-going overhead of physical operations.
For midstream and downstream listed companies & service providers, Berry can provide a low-cost & high-margin opportunity to vertically integrate, achieve diversification & access the strong cash-flow & capital growth of upstream production without the risk, capex or staff requirements of commencing physical operations yourself.
Through Berry’s innovative strategies, we can show you how this can be achieved for listed entities without the need to expend working capital or precious cash reserves.
Access diversified & high-margin producing assets without the time cost & risk of developing or acquiring the physical operations
Use available Exchange Listing Rules to obtain access to the upside value of long-term production without the need to expend precious working capital or cash reserves.
Achieve a globally diversified portfolio of producing assets without the need to leave your home jurisdiction or have boots on the ground in multiple locations.
Lock in minimum IRRs & increase production in excess of current existing operations without the requirements of return diluting capex or overhead
Quarterly increasing cash-flow & annual capital growth that flows to the bottom line ? increasing company performance, value & share holder approval.
Opportunities to leverage off our globally integrated operation, accessing the best talent & analysis of the global authority in commodities.
Berry provides Family Office & HNW Investors with multiple asset & cash-flow based opportunities that, through our active hedging strategies, ensure long-term out performance & uncorrelated returns.
Whilst Family Office investors have long avoided investing in managed funds for the perceived (& sometimes genuine) concerns regarding real long-term returns, Berry provides access to strategies that provide real long-term out performance & alpha that are uncorrelated to the boom/bust cycles of the traditional Family Office investments of Equities, Private Equity & Property, by taking advantage of the deep liquidity & price transparency of global commodity markets.
As the global authority on commodities, our alternate asset management strategies leverage off our globally integrated model, which provide the funding for the growth needed for our economies & creates wealth for our investors
Our team is always available to meet with our investors and partners to spend as much time as necessary to understand your needs and goals.
We provide access to additional educational and analytical tools and support to ensure all of our investors and partners understand our process.
We understand our investor’s needs and obligations and all our investment strategies follow Shariah Compliant principles.
We understand that:
As a principle across our business, our investment strategies:
1. Key elements in Islamic Finance
Good Business Practices in Islamic Financing
Interest/Usury
Ambiguity & Uncertainty
Speculation
Profit without Effort or Risk Taking
Unethical Investment
Excess Leverage
Our strategies are asset-backed & have no interest
Our strategies &? agreements are transparent, understood & agreed up front
No speculative strategies ? all our strategies are asset backed on tangible assets
We share the enterprise risk with our Partners
No non-halal investments ? we promote businesses that benefit society, create economic growth & provide long-term employment
Strategies do not rely on leverage
2. Applying Shariah Guidelines
No Contractual Deficiencies:
No Involvement with Certain Practices
No Riba involved:
3. Shariah Investments
Our strategies involve investing in commodities related activities &
Infrastructure & have no relation to:
How our Investment Strategies relate to Shariah Investment Guidelines
Mudaraba
Musharaka
Murabaha
By leveraging off Berry’s globally integrated commodity model, Berry’s Direct Mandates can allow Institutional, SWF, Family Office, HNW or other consortia/SPVs the opportunity improve their returns whilst managing risks, strengthening control over the life of the investment & to ensure greater alignment with their particular interests.
Direct Mandate investing allows investors to tailor their portfolios more specifically to their needs & take advantage of their longer term horizon. Direct Mandates allows the investor, in conjunction with Berry to select specific types of investments to meet fundamental macro-investment requirements as well as allowing Berry to innovate & tailor each transaction to its micro-investment needs.
Direct Mandates also allows investors the opportunity to stay invested in an asset that meets its needs, lessening the likelihood that fellow investors do not share a similar investment timeline or liquidity profile.
Berry offers operational flexibility – by being aligned with a Manager who understands the interests of the direct asset-owner removing layers between the asset owner & Manager.
As the global authority on commodities, we can provide direct investment solutions through leveraging off our globally integrated network of experienced in-house professionals.
Our team of experts can select, structure & manage a direct investment in the upstream/midstream/downstream sectors of the value chain.
With our existing & proprietary data & capabilities allows investors to access quality investments globally, whether selected by us, or you, particular to your risk & return profile.
Information Request ? Access Application
To request information, please fill out and submit the form below
Request for access to Berry Asset Management Limited secure site registration requirements.
This form is only for use by:
Please use this form to request access to the secure website containing confidential information to be provided under the terms governing the Fund/s. If approved, you will be sent a confirmation email to access the secure site.
By requesting access to this information you represent to and covenant with Berry Asset Management Limited that:
Please provide your information below. Your request will be processed promptly. All fields marked with ?*? are required.
In order to be able to process your request, Berry is dependent on you allowing us to collect and process various personal information from you (title, first name, last name, email address). By sending your request for access you give permission to collect and process your personal information.
If you are not an Institutional Investor, Financial Professional, High Net Worth Investor or Advisor and are otherwise classified as a Retail Investor, please contact the appropriate, qualified and authorised Investment Professional.
Past performance is not a guarantee of future performance. All investments involve some degree of risk including loss of principal. Investment objectives may not be met.
By agreeing you are confirming you are being truthful, acknowledging that you have read the information above and accept the terms and conditions set out in this site and meet the intended audience for this site. Not all content on this site is appropriate or applicable for the general public and we cannot guarantee consequences with the use of this information by unauthorised or unintended users.
Content on this site is protected by Intellectual Property regulations and may not be used or redistributed and is for informational purposes only. It does not constitute investment advice or provide a solicitation to invest.