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Views From The Battlefield: Four Years Of Lessons On Investing To Build A Circular Economy For Plastic


For anyone committed to fighting our biggest environmental challenge – the global climate crisis – there is no rest for the weary. As I recently wrote, the big takeaway from this fall’s COP27 conference was indisputable – we are at an all hands deck moment to stop global warming.

Sometimes the best way to see forward is to understand where you’ve come from. So, I want to share some of my reflections from four years of investing to build a circular economy for plastic and fight the climate crisis; as well as share thoughts on where I think the sector is headed.

Where we’ve come from

What a four years it has been. You know, you were all there!

The idea of creating an investment firm in partnership with global brands to scale solutions to the plastic waste crisis was borne out of the insight that we are stronger together. The problem is just too massive for any one company or organization or government to solve on their own.

It took most of 2017 and into 2018 to develop our investment strategy that was underpinned by two key ideas: (1) there was a significant untapped opportunity to invest in recycling supply chains in South and Southeast Asia (SSEA); and (2) no…

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