We are delighted to see France Valley featured in Environmental Finance following the Natural Capital Investment EMEAconference held in London last week.
Our latest study highlights a key finding for long-term investors :
European forestry appears to be performing very differently from all traditionalasset classes .
Preliminary analysis suggests virtually nocorrelation with private equity, infrastructure and real estate , reinforcing the case for forestry as a genuine diversificationcomponent in institutionalportfolios .
As our CEO and co-founder Arnaud Filhol explained at the conference, European forestry offers a distinctrisk/return profile , combining biological growth , land valuation dynamics and exposure to realassets.
At the same time, this asset class continues to evolve. Beyond timber revenues , investors are increasingly interested in several sources of valuecreation , including land optimization and emerging carbon and biodiversitymarkets .
This evolution is also reflected in portfolio construction : forestry is increasingly recognized as an allocation dedicated to naturalcapital , rather than being grouped with real estate or infrastructure.
At France Valley, we are convinced that naturalcapital will play an increasing role in institutional portfolios , as investors seek long-term exposure to real assets , aligned with the environmentaltransition .
👉 Read the article in Environmental Finance
https://www.environmental-finance.com/content/news/france-valley-european-forestry-acting-differently-to-other-asset-classes.html
Advertisingcommunication . Forestry investments entail risks , including risk of capitalloss , liquidityrisk , risks associated with forestryassets (biological and climatic hazards , changes in timber markets), as well as operational, regulatory and sustainabilityrisks .
Photo credit: Tommaso Dimitri
Author: Arnaud Filhol
Managing Director and Co-founder