Inclusive Capital Partners, L.P. is an SEC-registered investment adviser.
“The road we have long been traveling is deceptively easy, a smooth superhighway on which we progress with great speed, but at its end lies disaster. The other fork of the road — the one less traveled by — offers our last, our only chance to reach a destination that assures the preservation of the earth.”
Rachel Carson, Silent Spring, 1962
A new era of value investing
Inclusive Capital Partners is a San Francisco-based investment firm, founded in 2020 by a team of experienced investors with a shared passion for combining capital and governance in pursuit of a healthy planet and the health of its inhabitants. We partner with companies that enable successful solutions to address environmental and societal problems and in doing so, can generate long-term shareholder value.
The What
We view the world through a system lens to evaluate environmental and societal impact, and then utilize our governance skills to align positive impact with the potential for superior returns. Our belief is that working constructively with company management teams and boards who have the desire and the courage to lead on solutions to environmental and societal problems can enhance shareholder and stakeholder value.
The How
We concentrate on scaling and accelerating positive impact at the companies we invest in – whether from “inside” as a member of the board, or from “outside” as a large, engaged long-term share owner. Our capital is primarily invested in public companies — in industries that include oil and gas, utilities, materials, chemicals and refineries, capital goods, food processing and food service, and for-profit education. These companies tend to have the customer relationships, technology, work force, capital, and scale to impact a transition to a healthier society and planet, and in doing so, can also generate positively differentiated returns.
The Who
Our team serves — or has served —on more than 30 public company boards throughout our combined careers. We bring a long record of successfully working alongside boards and management teams, challenging them to grow long-term value for all shareholders. Our expertise in return-driven, active value investing can help companies make better strategic and capital allocation decisions.