Natural Resources Fund Intelligence

Natural resources private equity spans energy, mining, agriculture, and timber investments, with the sector undergoing a fundamental transformation driven by the energy transition. Traditional oil and gas funds are being supplemented by renewable energy, battery storage, and carbon credit strategies. The asset class has historically delivered strong returns during inflationary periods, making it an important portfolio diversifier. Manager selection is critical given the commodity price sensitivity and regulatory complexity inherent in natural resources investing. Our database tracks managers across the spectrum from upstream energy to sustainable forestry, with fund performance data showing significant vintage year and strategy-level dispersion. Natural resources managers are increasingly attractive to GP stakes investors as established platforms diversify into energy transition and sustainability-linked strategies.