Massif Capital is an investment firm that takes a unique approach to real asset investing. It requires discipline to only buy at a discount to intrinsic value, the focus to understand an industry and business deeply, and the conviction to hold an investment through market cycles. Not only does it consider the vital role materials, energy, and industrial businesses play in our economy, Massif Capital also examines the new environmental realities these companies must adapt to.
The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. It is focused on creating a portfolio of businesses from within the Energy, Basic Materials, and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.