Investment Portfolio
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Avance Gas Holding Ltd

Industries: Energy, Gas and Transportation

Avance Gas Holding operates in the global liquefied petroleum gas (LPG) transportation market. The company is one of the world's leading owners and operators of very large gas carriers (VLGCs). It operates a fleet of thirteen vessels and three dual-fuel LPG newbuildings scheduled for delivery in 2023 and 2024. Avance Gas' roots date back to 2007, when Stolt-Nielsen Gas established the company to participate in growth opportunities in the expanding liquefied petroleum gas (LPG) transportation market.

Bluegreen Vacations Holding Corporation

Industries: Services and Leisure

The company was founded in 1966 under the name Patten Realty, Inc. and later renamed Bluegreen Vacations. The company is headquartered in the city of Boca Raton in the state of Florida in the United States of America. Bluegreen Vacations markets and manages rights to vacation homes and resorts. The company's 60 resorts, with 4,500 employees, are located primarily in the United States and the Caribbean.

CONSOL Energy Inc.

Industries: Commodities and Mining

CONSOL Energy Inc. was founded in 1864 and is headquartered in Canonsburg, Pennsylvania.

The company produces and exports hard coal in the United States and operates in two segments:

• Pennsylvania Mining Complex: mining, processing and marketing of hard coal to power generators, industrial end users and metallurgical end users.
• CONSOL Marine Terminal: coal export terminal services through the Port of Baltimore.

The company also develops and operates the Itmann mine and Greenfield reserves and resources. It owns and operates the Bailey Mine, the Enlow Fork Mine, the Harvey Mine, and the Central Preparation Plant, in addition to the Pennsylvania Mining Complex (PAMC).

Coronado Global Resources

Industries: Commodities and Mining

In 2011, Coronado Global Resources was launched by entrepreneur and current CEO Garold Spindler, COO James Campbell and the Energy and Minerals Group (EMG). It is headquartered on Australia's east coast in the capital of Queensland: Brisbane.

The company produces high quality metallurgical coal. Metallurgical coal is transformed in the steelmaking process and is needed to produce steel-based products. These in turn are needed, for example, to build a dam or to manufacture wind turbines. Coronado Global Resources operates in Queensland, Australia as well as in the states of Pennsylvania, Virginia and West Virginia in the United States of America.

Covenant Logistics Group, Inc.

Industry: Transportation

Covenant Logistics was founded in 1986. The headquarters are located in the small town of Chattanooga in the state of Tennessee in the United States of America.

The company is known for express and special transports. From the start with 25 trucks and 50 trailers in the founding year of 1986 until today, a lot has happened: Today, Covenant Logistics is on the road with about 2,300 trucks. Impressively, the company operates with a relatively new fleet of trucks averaging 2.1 years old, compared to the American average of 7.3 years. The good thing is: these trucks are already paid for. That means anyone who buys shares in the company today is buying this new fleet along with it, and won't have to put future profits into fleet replacement. In terms of sales, the company is one of the 25 largest in the industry in the United States of America.

Crew Energy Inc.

Industries: Oil and Natural Gas

Crew Energy was founded in 2003. The company is headquartered in the city of Calgary, which is part of the province of Alberta in Canada.

Crew Energy is a Canadian company in the natural resources sector. It acquires production rights and interests in areas that it explores for the development and production of crude oil, natural gas and liquefied natural gas (LNG). The company primarily holds interests in areas located in northeastern British Columbia.

DEUTZ Aktiengesellschaft

Industry: Machinery

Deutz AG looks back on more than 150 years of corporate history. Its headquarters are located in Cologne - the city in western Germany - along the Rhine River.

The company develops and manufactures liquid and air-cooled diesel and gas engines. The company's products are used in buses, trucks, ships, locomotives and power plants. Deutz also provides maintenance and repair services.

Dorian LPG

Industries: Energy, Gas and Transportation

Dorian LPG was founded in 2013. The headquarter is located in Stamford on the east coast of the USA in the state of Connecticut.

The company specializes in the worldwide transportation of liquefied petroleum gas (LPG). It currently owns and operates a fleet of a total of 22 very large gas tankers. These can transport between 100,000 cubic meters and 200,000 cubic meters of gas at a time. A household with 80m2 consumes on average about 93.33 cubic meters of gas per month. This means that a single one of these shiploads can heat over 2,000 households for a month.

Grange Resources Limited

Industries: Materials, Metals and Mining

Grange Resources Limited is based in Burnie, Australia. The Company owns and operates an integrated iron ore mining and pellet production operation in the northwestern region of Tasmania. Its core business consists of the mining, processing and sale of iron ore, and the exploration, evaluation and development of mineral resources. It also has interests in the Savage River Project in Tasmania, the Pellet Plant Project at Port Latta - northwest of Burnie - and the Southdown Magnetite Project in Western Australia.

Gulfport Energy Corporation

Industries: Energy, Oil and Gas

Gulfport Energy was founded in July 1997 and is headquartered in Oklahoma City, USA. The company operates as an energy exploration and production company. In this regard, Gulfport focuses on oil and natural gas exploration and production services. It primarily serves customers in the United States.

Its facilities are located primarily along the East Coast in the Appalachian Mountains and the Anadarko Basin. In its production operations, Gulfport takes care to maintain exceptionally high environmental and safety performance. To achieve these goals, leading drilling and completion techniques and technologies are used in the development of valuable energy resources.

Hapag-Lloyd AG

Industries: Transportation, Container Shipping

Hapag-Lloyd was formed in 1970 by the merger of Hamburg-American Line (HAPAG) and Norddeutscher Lloyd. The company is headquartered in the northern German port city of Hamburg.

At the end of 2022, the company had 251 containerships, making it one of the five largest container shipping companies in the world by number of vessels. In this context, Hapag-Lloyd divides its transport services into the following seven trade lanes:

• Atlantic
• Transpacific
• Far East
• Middle East
• Intra-Asia
• Latin America
• Africa

Important parameters in container shipping are transport volume and freight rate. The freight rate corresponds to the price per cargo. In 2022, Hapag-Lloyd AG transported around 11.8 million standard containers. With a freight rate of around 2.9 million USD per standard container, revenue of around 35.5 million euros was generated in 2022. This corresponds to an increase of 55% compared to 2021.

Hovnanian Enterprises, Inc. 

Industries: Real Estate, Construction and Development

The company was founded in 1959 and is headquartered in Matawan, New Jersey.

Hovnanian Enterprises, Inc. designs, builds and sells residential homes throughout the United States. The company offers detached single-family homes, townhomes and condominiums, urban expansions and homes for active lifestyles with amenities such as clubhouses, swimming pools, tennis courts, playgrounds and open space.

Hovnanian Enterprises' target clientele includes first- and second-time buyers, as well as luxury buyers. The company rounds out its offerings by providing mortgages and title insurance.

KB Home

Industries: Real Estate, Construction and Development

The company builds and sells single- and two-family homes, townhomes and condominiums, primarily targeting first-time and repeat buyers. KB Home also offers financial services and insurance products. KB Home has offices in Arizona, California, Colorado, Florida, Nevada, North Carolina, Texas and Washington.

KB Home operates as a home building company in the United States. It is divided into the following four regions:

• West Coast
• Southwest
• Central
• Southeast

KB Home was formerly known as Kaufman and Broad Home Corporation and changed its name to KB Home in January 2001. It was founded in 1957 and is headquartered in Los Angeles, California.

KGHM Polska Miedź

Industries: Raw Materials and Mining

The history of KGHM Polska Miedź began in 1957, when large copper deposits were discovered near Lubin and Polkowice in Poland. Today, the headquarters are located in the city of Lubin in southwestern Poland. What may be less well known is that Poland has one of the largest copper deposits in the world. Today, the company controls 40 million coppers on 3 continents - Europe, North America and South America. In addition to copper, KGHM Polska Miedź and its 34,000 employees worldwide mine precious metals, nickel and palladium, among others.

M/I Homes Inc.

Industries: Real Estate, Construction and Development

M/I Homes is a builder specializing in single-family homes - in the states of Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina and Tennessee. It is divided into the following three segments:

• Northern Homebuilding
• Southern Homebuilding
• Financial Services

M/I Homes also acquires undeveloped land for development or sale to third parties for the construction of single-family homes. Through its Financial Services segment, the company originates mortgages and also acts as an insurance broker by providing insurance policies, inspections and closing services to buyers of its homes.

Marathon Petroleum Corporation

Industries: Energy, Oil and Gas

Marathon Petroleum was founded in 1887. The company is headquartered in the city of Findlay, in the budget state of Ohio in the United States of America.

Marathon Petroleum Corporation operates in two segments:

• Refining & Marketing refines crude oil and other feedstocks at its United States refineries and purchases refined products and ethanol for resale. Refined products include transportation fuels. Customers are primarily wholesale customers in the United States and international independent companies via the spot market. Long-term fuel supply contracts with direct traders are also in place.

• In the midstream segment, the company transports, stores, distributes and markets crude oil and refined products. Marathon Petroleum also processes and transports natural gas and natural gas liquids.
  

Meritage Homes Corporation

Industries: Real Estate, Construction and Development

Meritage Homes Corporation designs and builds single- and two-family homes in the United States. The company operates in two segments: Homebuilding and Financial Services. In home construction, the company emphasizes energy efficiency. Meritage Homes acquires land and builds, markets and sells homes in nine states - namely Texas, Arizona, California, Colorado, Florida, North Carolina, South Carolina, Georgia and Tennessee. The company was founded in 1985 and is headquartered in Scottsdale, in the U.S. state of Arizona.

Myer Holdings

Industries: Retail

The company operates 57 department stores throughout Australia, as well as its online business: myer.com.au. Merchandise offerings include major product categories: Women's Fashion, Men's Fashion, Children's Fashion, Beauty, Housewares, Electrical Goods, Toys and General Merchandise. The majority of stores are located in Australia and include:

• Myer Department Stores
• Sass & Bide
• Marcs and David Lawrence

Myer Holdings Limited was founded in 1900 and is headquartered in Docklands, Australia.

NRW Holdings Limited

Industries: Construction and Engineering

NRW Holdings was founded back in 1994 and is headquartered in Belmont, Australia. It is a service company for the resource and infrastructure sector in Australia. The range of services is divided into the following three segments:

• Civil Engineering: Infrastructure projects, mine development, extensive earthworks, and commercial and residential subdivision projects. These include roads, bridges, tailings piles, rail facilities, ports, and renewable energy and water infrastructure projects. 
• Mining: Mine management, coal processing plants, as well as water and service vehicle maintenance and manufacturing. 
• Minerals, Energy & Technologies: Material handling, maintenance and decommissioning, industrial engineering and manufacturing.
  

OCI N.V.

Industries: Materials and Chemicals

OCI N.V. has its headquarters in Amsterdam of the Netherlands. It was founded in 1950 by Egyptian entrepreneur Onsi Sawiris, and has existed in its current form since 2013.

The company produces and sells products based on natural gas: In particular, low-carbon fertilizers, fuels and industrial intermediates. However, hydrogen products are also part of OCI's offering. The clientele is thus mainly active in agriculture, transportation and industry.

Perenti Global Ltd

Industry: Materials and Mining

Perenti is one of the world's largest service companies for the mining sector. The company specializes in a wide range of commodities from gold to nickel and iron ore to lithium. In total, Perenti employs 8,000 people on four continents and in over 12 countries. In particular, the company operates in the following three sub-sectors: Contract Mining, Mining Services, and Mining Innovation and Sustainable Solutions.

Salzgitter AG

Industry: Materials

As the company's name suggests, its headquarters are also in the German city of Salzgitter, which has a population of around 100,000. Salzgitter AG was given its current name in 1961, but the company's roots go back to 1858.

Salzgitter AG is divided into the following business units:

• Steel Production
• Steel Processing: in particular steel tubes and plate.
• Trading: own distribution to the end customer.
• Technology: machinery and equipment for filling and packaging beverages.

2021, Salzgitter AG started supplying green flat steel products for example to plants of Mecedes-Benz AG. The special feature of this is that the CO2 footprint could be reduced by over 66% to 75%: In order to save CO2, Salzgitter invested in the production of hydrogen as early as 2019. The electricity for hydrogen production is supplied by wind turbines on Salzgitter AG's premises. This ensures that the hydrogen is so-called green hydrogen, which is produced with renewable energy.

SARAS S.p.A.

Sectors: Oil, Gas, Fuels and Renewables

SARAS S.p.A. was founded in 1962 and is headquartered in Milan, Italy. The company operates in the international oil refining business and is divided into the Industrial & Storage, Marketing, and Renewable Energy segments. It sells and distributes petroleum products such as diesel, gasoline, diesel fuel for heating purposes, liquefied petroleum gas, and jet fuel. It also generates and distributes electricity through an integrated combined cycle power plant with a total installed capacity of 575 megawatts and a wind farm with a total installed capacity of 171 megawatts.

TransGlobe Energy Corporation

Industries: Energy, Oil, Gas and Fuels

TransGlobe Energy Corporation is a publicly traded, independent, international oil exploration and production company. Its business activities are concentrated in Canada and Egypt. TransGlobe has large interests in the Harmattan area of western Canada and holds 100% interests in four concessions for production in Egypt. The properties in Canada offer low development risk within well-defined Cardium and Ellerslie formations that provide stable production growth. The Company's strategy in Canada is to maintain Canadian light oil production and evaluate the acquired properties for economic viability. In Egypt, TransGlobe holds the rights to three oil development concessions in the Eastern Desert (West Gharib, West Bakr and North West Gharib) and one oil development concession in the Western Desert (South Ghazalat).

Steel Dynamics

Industry: Materials

Steel Dynamics was founded in 1993 and is headquartered in the Midwestern United States - Fort Wayne, Indiana.

The company's main business consists of the following three segments:

• Steel processing: In processing, products are produced directly for the end user. The products are used mainly in the automotive industry, transportation, heavy industry and agriculture.
  
• Recycling: The company buys ferrous and non-ferrous scrap. It is then processed so that it can be resold in reusable forms and grades. Recycled products include difficult-to-melt steel, bundled and shredded scrap, steel chips and cast iron products. Non-ferrous products recycle aluminum, brass, copper, stainless steel and other non-ferrous metals.
  
• Steel fabrication: This produces steel components for non-residential construction such as steel beams, trusses and steel deck products.
  

Teekay Corporation

Industry: Energy, Oil and Transportation

Teekay Corporation is engaged in international crude oil transportation and other marine transportation services worldwide. The company owns and operates tankers for crude oil and refined products. As of March 1, 2023, the company operated a fleet of approximately 54 owned and chartered vessels. Its customers include energy and utility companies, major oil traders, oil consumers and manufacturers of petroleum products, government agencies, and various other businesses that rely on marine transportation. The Corporation was founded in 1973 and is headquartered in Hamilton, Bermuda.

Trican Well Service Ltd

Industry: Energy, Oil and Gas Supplies and Services

Trican Well Service Ltd. was founded in 1979 and is headquartered in Calgary, the center of Canada's oil industry, in southwestern Canada. The company offers various specialized products, equipment, services and technologies for use in drilling, completing, stimulating and reworking oil and gas wells in Canada. In addition, Trican Well Service provides production enhancement services for well performance restoration in the event of blockages. Further, it assists clientele with technical support, reservoir expertise, laboratory services and is also involved in chemical sales.

Voestalpine AG

Industry: Materials

Voestalpine AG is an Austrian company with its headquarters in Linz. Its foundation dates back to the year 1938. Privatization did not take place until 1995, when the company was first listed on the Vienna Stock Exchange.

The company processes, develops, produces and sells steel products internationally, but primarily in Austria and Europe. The main customers are railroad companies, the automotive industry, the construction industry, mechanical engineering, the oil and gas industry, but also the aerospace and energy technology sectors.

Voestalpine is active in the following segments:

• Steel: rolled as well as electrolytically galvanized and organically coated steel strip and heavy plate.
  
• High-performance metals: special alloys of various types.
  
• Metals technology: rails and switches, wires, seamless tubes and digital monitoring systems.
  
• Metal Forming: special tubes and profiles, precision strip steel products, and ready-to-install system components made from pressed, stamped and rolled sections.
  

Whitehaven Coal Limited

Industries: Energy, Coal

Whitehaven Coal was founded in 1999 and is based in Sydney, Australia.

The company develops and operates coal mines in the Australian states of New South Wales and Queensland. Whitehaven Coal operates in three segments: Open pit mining, underground mining, and coal trading. Metallurgical and thermal coal is produced and mined. A total of four mines are operated in the Gunnedah Coal Basin in northwestern New South Wales, including three opencast mines and one underground mine. Customers are located in Asia in particular: These include Japan, Taiwan, Korea, India, Malaysia, Thailand, New Caledonia, Indonesia, Vietnam, and the Philippines.