Strategies and Portfolios

Equilibrium Proprietary Investment Strategies

We build our proprietary strategies on several common criteria:
  • Developing a sustainability driven investment thesis to drive growth and a performance advantage.
  • A market inefficiency, mis-priced asset or risk, barriers to capital access, or a misunderstood asset class to build on.
  • Opportunity to fund scale and growth where there is a long-term imbalance in demand or supply.
  • Understanding how technology and capital can change the cost and competitive structure in a value chain.
  • Translating these trends, inefficiencies and disruptions into innovative business models and investment structures.
  • Creating a significant advantage potential by combining investment management with sector-specific operations expertise.

Equilibrium Water, Waste & Energy/Carbon Transition Infrastructure Funds

Our thesis:  Water, waste and energy will continue to shift to a distributed infrastructure architecture, connected by shared inputs, process technologies, and offtake buyers.  Technology will continue to push downward the cost and size needed to deliver economies-of-scale efficiencies. Efficient distributed infrastructure is an opportunity for businesses and communities to cost-effectively address their water, waste and energy management needs.

Our investments in distributed infrastructure for water, waste and energy address core business needs including environmental compliance, cost reductions, decarbonization initiatives, infrastructure resilience and climate risk mitigation. Distributed water, waste, and energy infrastructure creates revenue and returns from reuse, reduction, recycle and resilience.

Equilibrium’s Water, Waste & Energy (WWE) strategies provide project-level capital to leading developers and corporate partners to build and operate projects in the Agriculture and Food sectors, Commercial & Industrial sectors, Transportation sector and Municipal and Institutional sectors. Our strategies leverage Equilibrium’s partnerships with corporations, technology suppliers, project developers.

Equilibrium Controlled Environment Foods

Our thesis: Our investments in controlled environment food production facilities result in delivery of year-round fresh produce, food safety, and a predictable supply to major retailers and food services firms.

Equilibrium’s Controlled Environment Foods (CEF) strategies build and manage a diversified portfolio of advanced technology indoor and greenhouse growing facilities. Our strategies build on Equilibrium’s industry relationships across the controlled environment production and distribution value chain.  We anticipate our CEF strategy will expand over time into new categories of food production as the technology of controlled environment food production changes how we grow our foods, from produce to protein.

Equilibrium Affiliated Strategies

In addition to the Equilibrium developed proprietary investment strategies, Equilibrium made investments in fund managers in related sustainable fields.

Gerding Edlen Development

Edlen & Co, LLC continues the 20 year legacy of Gerding Edlen Development in green real estate and sustainable equitable living, and applies that track-record of innovation to workforce housing.

BioLogical Capital

BioLogical Capital, LLC develops and operates large scale working landscapes in an integrated stewardship development model that includes restoration, food, energy, water, community, and environmental services.

Agriculture Capital

Equilibrium initiated its first major agriculture and food strategy in 2011 when Equilibrium co-founded Agriculture Capital (“AC”), which focuses on permanent crop farms and midstream assets to create a vertically integrated, sustainable farming enterprise rooted in regenerative agriculture principles. At the start of 2020, Equilibrium and AC collaboratively restructured Equilibrium’s economic interests in AC, and Equilibrium stepped out of its former roles in AC’s or its affiliates’ or Funds’ management and capital formation.