Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.6MB PDF) Forest carbon offsetting is increasingly featured in the media as a strategy for mitigating climate change. Under this concept, trees that timberland owners grow and sequester carbon can be used to offset emissions. The offsets can be bought and sold on regulated or voluntary [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2MB PDF) As an alternative asset, timberland is valued by investors primarily for its return, diversification (low correlation with other asset classes), and inflation-hedging benefits. Less recognized and appreciated is the asset’s capacity to buffer an investor’s portfolio against “tail risks” — extreme negative market or [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (3.2MB PDF) In 2020, Timberland Investment Resources, LLC (“TIR”) announced the launch of our Mission Forest Products (“MFP”) sawmill project in Corinth, Mississippi. TIR was excited about this project launch because it was based on its investment philosophy of identifying and exploiting marketplace inefficiencies. In this [...]
Firm’s Inaugural Report Explores its Sustainability Journey and Outlines its Approach
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (3.2MB PDF) In his latest white paper, “Timberland Investing in a Higher Rate Environment,” Hong uses data and perspective to examine the timberland asset class and how it behaves in rapidly rising rate environments. Importantly, he examines fixed income alternatives and how timberland is positioned in [...]
