FOLIUM CAPITAL LP

Thesis

Folium Capital LP is a private equity firm specializing in the sustainable management of forest and agriculture assets, with over $1 billion in AUM. They focus on generating attractive, risk-adjusted returns by leveraging deep sector expertise, local knowledge, and scientific acumen across four continents. Their investment strategy centers on identifying sectors with scarce capital and technical expertise, favoring greenfield developments and new plantations, particularly off-market opportunities. They focus on crops and species with favorable forecasted supply/demand balances, high entry barriers, or long lead times. Folium optimizes operations by partnering with local operators, directing decision-making, and promoting continuous improvement through science-based regimes. They also unlock land and water value and utilize innovative remote sensing. Risk management is key, with a focus on optimal climate and infrastructure, and mitigating climate and currency risk. Their forestry strategy aims for dual demand on forests (carbon and timber), while their agriculture strategy focuses on high-conviction fruit and nut crops, primarily in OECD countries. Folium Fund III LP, their Regenerative Natural Resources Fund, aims to raise USD 500 million and combines agriculture, forests, and carbon optionality into a single investment vehicle.