Impact
Impact Investing with Paul Nolen from Inverness Graham
In our "Meet the Managers"-series, we introduce you to our universe of SFDR 9-compliant impact funds with ambitious, measurable environmental and social sustainability objectives alongside market-rate return targets.
Inverness Graham is a US buyout firm that acquires innovative, high-growth companies in the lower middle market. The Inverness Graham team leverages a 60-year legacy of operational excellence and a longstanding commitment to sustainability.
Inverness Graham’s Green Light Fund targets companies delivering »Environmental Sustainability Now«– addressing the growing demand for decarbonization and improved environmental outcomes today. Together with the company's Managing Principal, Paul Nolen, we talked about their strategy and goals.
What does it take to make successful investments in your sector?
Paul Nolen: We believe a disciplined and repeatable investment process, combined with our cultivated network of industry experts and our experience across market cycles, leads to successful investment outcomes.
At Inverness Graham, our investment philosophy is centered on the Inverness Graham Bullseye, which focuses on specific investment characteristics we believe drive accelerated growth and value creation. We have a long-tenured team that has worked together to refine and enhance our process over the last 20+ years.
What keeps you up at night?
Paul Nolen: In terms of what impacts our investments, there is only so much that we can predict and control.
Although we conduct thorough investment due diligence – with Inverness Graham Bullseye characteristics in mind – unforeseen events may require us to reprioritize strategic and operational initiatives. We have a highly experienced team with significant operational experience, enabling us to quickly adapt to changing circumstances and effectively respond to challenges that may arise.
What was your latest investment and how does it make our world more sustainable?
Paul Nolen: My Yield is a leading agricultural inputs business and a direct-to-grower specialty provider of integrated seed treatment solutions, application systems and agronomic support. This investment aligns with the Green Light Fund’s AgTech Transition focus area – one of four environmental transitions targeted by our strategy.
As a leading seed treatment and agronomic solutions provider, My Yield offers precision application technology and formulations that help growers increase agricultural yields, improve soil health and reduce carbon footprints.
