Investments.
Principal capital. Long-term ownership.
Alongside its trading book, NorthPoint deploys its own capital on a principal basis, taking positions where the firm’s market work and counterparty relationships give it an informed view.
The approach is the same as on the trading side: commodity-agnostic, opportunity-driven, and sized to the risk.
NorthPoint invests as principal and does not manage money for third parties.
We hold for the long term and judge each investment on durable cash generation, not on the timing of an exit.
We invest where our own market work and relationships give us a real understanding of the asset and its risks.
We take a role in governance proportionate to our position, and work alongside management rather than around it.
Each position is sized to its risk and to the capital at stake, and reviewed as conditions change.
Our own capital is at risk in every decision we make.
Real assets, clear ownership, sound governance.
Established operations with tangible assets and a clear role in physical supply chains.
Clear ownership and transparent structures, with counterparties we can diligence fully.
Management teams we can work with over the long term.
A credible path to cash generation, under realistic assumptions.