Portfolio

Selected Investments

AED Oil

Oil & Gas - Australia

Current
AED Oil
Sector
Oil & Gas
Country
Australia

AED Oil Limited is an Australian listed oil and gas exploration and production company. It operates assets in Australia, Brunei and Indonesia.

Golden Beach

Oil & Gas - Australia

Current
Golden Beach
Sector
Oil & Gas
Country
Australia

The Golden Beach gas field is located in the Gippsland Basin of Australia. It is adjacent to major gas plant infrastructure and has a number of potential development options.

Greenheart

Forestry - Asia

Exited 2015
Greenheart
Sector
Forestry
Country
Asia

Greenheart Group is a Hong Kong-listed company engaged in log harvesting, lumber processing and the sale of logs and lumber products primarily to China.

HSE Group

Services - Australia

Exited 2013
HSE Group
Sector
Services
Country
Australia

HSE Mining is a private services company providing contract mining and machinery rental to blue-chip clients including BHP Billiton and Mitsubishi. It is focused on open cut coal and iron ore producers.

IRC

Metals - Far East Russia

Current
IRC
Sector
Metals
Country
Far East Russia

IRC is an iron ore producer and developer with assets located in Eastern Russia, close to the Chinese border, supplying all output to Chinese steel mills.

Max Petroleum

Oil & Gas - Central Asia

Current
Max Petroleum
Sector
Oil & Gas
Country
Central Asia

Max Petroleum is an independent oil and gas exploration and production company based in Kazakhstan. It holds licences over large areas in the highly prolific Pre-Caspian Basin.

Octagon

Forestry - Asia

Exited 2010
Octagon
Sector
Forestry
Country
Asia

Octagon is a Hong Kong-based company active in the logging of sustainable forestry concessions in South America.

Galoc

Oil & Gas - SE Asia

Exited 2007
Galoc
Sector
Oil & Gas
Country
SE Asia
Website
www.galoc.com

The Galoc oil field is located offshore Palawan Island in the Philippines, with commercial production having commenced in 2008.

NatSteel

Metals - SE Asia

Exited 2005
NatSteel
Sector
Metals
Country
SE Asia

Natsteel was a large Asian steel manufacturer, producing more than 2 million tonnes of premium steel products annually.

Sual

Metals - Central Asia

Exited 2005
Sual
Sector
Metals
Country
Central Asia

Sual was a large vertically integrated aluminium company, involved in the mining of bauxite and production of alumina, silicon, semi-finished and finished aluminium products.

Emerald Plantation

Forestry - China

Exited 2004
Emerald Plantation
Sector
Forestry
Country
China

Emerald Plantation Holdings Limited, formerly Sino-Forest, is a leading foreign commercial plantation operator in China, acquiring and developing fast-growing, high-yielding timber species.

CNOOC

Oil & Gas - China

Exited 2002
CNOOC
Sector
Oil & Gas
Country
China

CNOOC is the largest oil and natural gas producer in offshore China and, in terms of reserves and production, is one of the largest independent oil and natural gas companies in the world.