Thesis
Renewal Growth Fund I - Circularity at Work
The circular economy is a transformative framework that enhances resource efficiency, ecosystem restoration, and economic resilience. By adopting circular economy principles, portfolio companies can optimize product lifecycles, maximize material and component reuse, and prioritize renewable energy sources. This approach not only drives sustainability but also improves operational efficiencies, profitability, scalability, market reach, and earnings stability. Embracing circularity enables companies to innovate, reduce waste, and create long-term value, positioning them for success in a rapidly evolving market landscape.
Opportunity Window
- Re-Shoring is coming to rural America.
- Cities are now service centers.
- Industrial permitting challenged in Urban Areas.
- Best practice is self-sustaining, green field campuses.
- Circular resource management will drive business profitability.
The Opportunity
August Brown is seeking controlling interest in profitable small to mid-sized companies with solid management that share the vision of the growth associated with embracing the principles of circularity.
New economic and market dynamics such as re-shoring, the push for global decarbonization, technological advances in energy harvesting & management are rapidly creating new opportunities for the growth of circular economy principled businesses in North America over the next two decades.