Notes fromseven lanes.
Sector notes, letters and field reports from the arms’ investment teams: metals, timber, farmland, land, oil and gas, power, water and air. Published when the arm’s compliance review is complete.
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First pieces, by arm.
One note from each arm’s investment team, published under the ERTH Resource Group byline, with every figure sourced.
ERTH Ferra · Commodity briefing · September 29, 2026
The separation plant is the constraint, not the rock.
Read the noteERTH Sylva · Regional note · October 1, 2026
Five regions, five funds: why a timber fund should stay in its region.
Read the noteERTH Agra · Position paper · October 3, 2026
Lending to the next generation of farmers.
Read the noteERTH Petra · Sector note · October 6, 2026
Sixty funds into eight evergreen vehicles.
Read the noteERTH Volta · Sector note · October 8, 2026
Power for the largest users: distributed generation and microgrids.
Read the noteERTH Rora · Basin briefing · October 10, 2026
Price versus the cost of water.
Read the note