clean technology

Clean Technology Fund

The main objective of the fund is aggressive capital appreciation through investments in various clean technologies, including alternative energy, agriculture & nutrition, air quality, enabling technologies, environmental IT, materials & nano-technology, materials recovery & recycling, manufacturing & industrial, transportation & logistics, water purification, system integration, traditional power generation, building & construction and industrial processes.

The concept of cleantech embraces a diverse range of products, services and processes across industry verticals that are inherently designed to provide superior performance at lower costs, greatly reduce or eliminate negative ecological impact; and improve the productive and responsible use of natural resources.

This fund deploys a long/short equity strategy with both hedged and unhedged positions. The fund invests in public business enterprises and marketable securities utilizing both financial and economic fundamental analysis that are supported by technical analysis.

Beginning with macroeconomic fundamental analysis to determine growth sectors and industries, the general partners then evaluates individual companies and sub sectors from a fundamental, strategic and technology perspective that potentially offer above average risk adjusted expected rates of return, while attempting to balance risk, return and liquidity elements contained with any investment.

Considered most important are catalysts, such as the introduction of new products or patents of products or processes, new resources, regulatory environment and governmental relationships, vendor and supplier relationships, customer contracts, superior management, strength of balance sheet and sustainable competitive advantages that will improve the perceived and/or realized value of the company.

Over recent years, global growth in these segments have outpaced similar industries without the clean technology focus and been driven by a number of factors including rapid economic growth, especially BRIC & developing countries, energy security concerns including political instability, climate change & environmental concerns; demographic shifts including population growth, increased urbanization, increased industrialization & household wealth; governmental (federal, state & local municipalities) mandates & targets; governmental & municipal incentives including teed-in tariffs, tax credits and low cost loans, grants & subsidies; corporate mandates to increase clean technology participation and usage driven by P&L consideration and “Good Citizenship” driven & brand protection; reduction in delivery costs of alternatives relative to traditional fossil fuels; individual demand and desire for reduction of environmental impact; current high cost of fossil fuels; increasing costs of agricultural & materials; increasing costs of disposal of “waste materials”; and other environmental concerns.

The fund balances the need of diversification to spread risk while not over diversifying. Over diversifying can reduce expected returns over that of the overall markets. The fund invests in a number of positions and often trade around core positions to capture additional gains from volatility, and hedge against in it in market timing strategies.

The Kline Capital Clean Technology Fund is exclusively for high net worth investors, trust, partnership, institutions and foundations seeking superior performance with a small portion of their overall net worth. Investors should only invest risk capital, enabling them to tolerate the possibility of high volatility and fund lockup requirements and limited availability to liquidity.

Kline Capital Partners (KCP) is the general partner for the Kline Capital Clean Technology Fund.

KCP has created a Strategic Advisory Board to advise the General Partner on various global strategic and operational issues. The mission of the board is macro in nature and does not advise the general partner on specific investments.

Launched in February 2009.*

Contact us to learn more about our Clean Technology Fund

* This document does not constitute an offer to sell, or a solicitation of an offer to buy the Interests described herein. No such offer or solicitation will be made prior to the delivery of the PPM and other materials relating to the matters mentioned herein. This document contains a preliminary statement of the purpose and principal business of the partnership, but before making an investment decision, potential investors are advised to read carefully the PPM and other materials relating to the matters mentioned herein, and to consult with their tax advisors, financial advisors and legal counsel. No representation or warranty is made by the Fund or any other person (including any of its agents or representatives) as to the accuracy or completeness of the information contained herein.

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