Who

WHO WE ARE

Ralph Suikat

Founder, owner and CEO

Dr. Johannes Knorz

CEO

Peter Brock

Investment Director

Florian Schildge

Legal Advisor

Antonia Uhlig

Research associate

Jasmin Voll

Management assistant

Values

The values that define us are anchored in our name „4L Vision“ – LIVE, LOVE, LEARN, LEAVE A LEGACY. So what would we like to leave behind for future generations?

Stephen Covey, 1932–2012, American author and university lecturer, described the four basic human needs with “four L’s”. The answers to his fundamental questions have the power to bring direction and meaning to our lives and to our business activities.

Live

What do you really need in order to live? What does living mean for you? How many material things do you need to make you happy?

Love

What social environments do you require in order to feel at ease? What framework conditions would you like to establish for others? How would you like to shape your relationships with other people?

Learn

What would you like to learn next? Which problem would you like to help solve?

Leave a legacy

What would you like to leave behind for future generations?

Why

What we stand for

„Putting my money where my meaning is, makes me live who I am.“

Tim Noortman

Mission

Our goal is to both preserve and to build on our capital as a way of achieving an impact and making the world a better place.

We are committed to sustainable business practices and to outcome-oriented impact investing. The impact projects we select all contribute towards resolving a fundamental ecological or social problem.

We commit to using everything at our disposal and at all levels to make impact investing successful and a mainstream concept. Impact investing will move beyond its niche existence when impact portfolios become financially interesting to investors. Therefore, good financial returns are of key importance. In this way, impact investing can deliver the greatest possible effect – for the benefit of everyone and to contribute to the preservation of our natural and basic needs. In this way impact investing promotes a fairer society and healthier environment.

Structure

We achieve social and ecological impact in various investment classes.

Private Equity

Stakes in companies, funds

Public Equity

Listed shares

Fixed Income

Bonds and loans

Real Assets

Real estate

Commodity Investments

Raw materials

Liquidity Portfolio

Liquidity

External Asset Management

External wealth management

How

What we do

„The world’s biggest problems are the world’s biggest market opportunities.“

Peter Diamandis, GIIN (Global Impact Investing Network)

Impact investing: an investment strategy

The term “impact investing” describes the strategy of investing effectively, measurably and demonstrably in ecological or social projects, while at the same time achieving an attractive and at least “standard market” return.

Impact investing as a strategy lends a fundamental, competitive advantage to an impact company simply because the focus is sustainability and the company is therefore less susceptible to crises. It is this aspect of risk management that contributes to long-term yields at the level at least of normal market returns.

1

Investing in projects / companies who address a fundamental environmental, social or governance issue

2

Using UNESCO’s 17 goals for sustainable development, known as “Social Development Goals” (SDG) as an essential guide to identify opportunities

3

Progress towards achieving the outcomes must be measurable and scalable (known as impact measurement)

4

The project / company must work with complete transparency towards these outcomes

5

The aim of the investment is to generate a competitive risk-adjusted returns in addition to the environmental, social and governance returns. The overall return is assessed in accordance with the investments’ Risk / Return / Impact profile (RRI).

Impact investing makes the difference

*stipulation not to violate certain ecological, social and corporate standards (negative catalogue) or to explicitly pursue positive criteria (positive catalogue).