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Our Investment Strategy and Criteria

Whenua-based Strategy

 

Tupu Tonu has developed a whenua-based investment strategy in recognition of the importance of the return of whenua to hapū.

Investment Screening Criteria

 

Tupu Tonu is committed to acting as a responsible investor. As such Tupu Tonu has regard to the environmental, cultural, and social impacts of all potential opportunities as part of our investment approach.

What we don’t invest in

 

Tupu Tonu is a long-term commercial investor. This means it is less focused on opportunities to purely generate short term returns.

Whenua-based strategy

Tupu Tonu has developed a whenua-based investment strategy in recognition of the importance of the return of whenua to hapū.

Accordingly, Tupu Tonu is looking for investment opportunities across the Ngāpuhi rohe primarily in the following sectors:​

  • Property
  • Primary Industries
  • Infrastructure and Energy
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Investment screening criteria

Tupu Tonu is committed to acting as a responsible investor. Tupu Tonu has regard to the environmental, cultural, and social impacts of all potential opportunities as part of our investment approach.

Tupu Tonu is looking to acquire assets with a typical investment size of $2-$15 million. Each investment must meet the following initial investment screening criteria:

  • Be commercial in nature
  • Not be unduly high-risk in nature
  • Achieve market returns
  • Be within Northland, with a specific focus on the Ngāpuhi rohe
  • Reflect our responsible investing approach

Tupu Tonu has a secondary aim of contributing to the regional economic growth of Te Tai Tokerau. This means when focusing on our commercial investment objectives, we also consider downstream socio-economic benefits for local hapū and communities.

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What we don’t invest in

Tupu Tonu is a long-term commercial investor. This means it is less focused on opportunities to purely generate short term returns.

The investment approach of Tupu Tonu excludes venture capital investments, grants, feasibility studies, research, and development or any investment that is in breach of our responsible investing approach.

Tupu Tonu is not permitted to invest outside of New Zealand.

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