Holistic Management
Sustainability
Portfolio Construction
…and Boots On The Ground

ATC Executes a value‐added timberland investment strategy…

Focused on

• Rapidly growing Southeastern U.S.
• Less efficient middle to small‐cap market
• Constructing more concentrated, higher conviction portfolios
• Direct, “on‐site” management practices
• Creating diversification within portfolios
• Generating alpha through additional non‐timber strategies (mitigation, conservation, minerals, etc.)

Seeking to deliver:

• Unlevered long‐term risk‐adjusted returns in excess of our benchmarks
• Investments that protect investors’ capital during unfavorable economic periods
• Inflation protection
• Positive impacts to society and the environment