Investment Strategy

Aqua Terra’s strategy is to maintain portfolio of equity and debt securities in the global water industry that are purchased at a discounted valuation versus the company’s water industry peers. The firm uses a value-based strategy in the management of the portfolios, meaning that purchase selections will be based upon current relative valuation of company fundamentals as opposed to growth prospects of respective companies within the global water industry.

Aqua Terra intends to invest in companies whose primary revenues and growth derive from some aspect of the global potable water industry: water utilities and supply, pumps and pipes, machinery and equipment, filtration and purification, compliance and testing, metering and distribution, construction and engineering, and wastewater treatment and recycling.

At Aqua Terra, we believe that in order to implement an investment strategy that is successful on a consistent basis over time, equal emphasis must be placed on maximizing returns and managing risk within a portfolio. The core of our approach to selecting investments is internally generated research. As a sector-focused manager with a value bias, Aqua Terra's approach is intended to manage downside risk, while seeking investment rewards over a medium to long-term period. Our philosophy is a combination of quantitative research and fundamental bottom-up research, combined with a thorough understanding of the businesses in which we invest.