OSMOSIS INVESTMENT MANAGEMENT

Osmosis Investment Management's investment decisions are guided by a proprietary quantitative framework with fundamental oversight, but the firm has not publicly named specific lead portfolio managers or a CIO. The firm's SEC Form ADV lists multiple investment committee members, though individual backgrounds are not widely published outside regulatory filings. The firm appears to operate with a lean investment team.

Osmosis defines resource efficiency through a proprietary scoring system that ranks companies on their use of energy, water, carbon, and waste per unit of revenue. The framework scores firms across multiple sectors, then constructs portfolios that overweight the most resource-efficient quartile of companies. This approach is distinct from traditional ESG investing because it ties directly to financial performance metrics, per the firm's public communications.

Osmosis offers both long-only equity strategies and private credit/debt vehicles focused on infrastructure assets. The firm's equity strategies apply the resource efficiency framework across global developed markets, while its private credit arm targets renewable energy and water infrastructure projects. Osmosis also manages separate accounts for institutional clients, providing customized exposure to its thematic approach.

Osmosis Investment Management operates through pooled vehicles and separate accounts. Its SEC registration as an investment advisor allows it to tailor mandates for institutional clients. The firm has filed for pooled investment funds under the Investment Company Act of 1940, with structures including limited partnerships and LLCs for its private strategies.

Osmosis does not apply blanket exclusions but systematically underweights companies in the bottom quartile of its resource efficiency rankings. This means industries with high resource intensity — like certain sub-sectors of energy, mining, and heavy manufacturing — tend to be underrepresented in its portfolios. However, the firm does not maintain a formal exclusion list for any sector.

Osmosis Investment Management is an independent investment advisor registered with the SEC, with no disclosed parent company or majority owner. The firm's origin traces to a spin-off from a UK wealth management boutique, but it now operates autonomously. There are no public records linking Osmosis to a family office or larger asset manager.

Osmosis has raised capital for direct infrastructure co-investments in private credit and real asset strategies. The firm's private credit funds typically invest alongside third-party developers in renewable energy and water projects. Co-investments are structured as separate accounts or sidecar vehicles, allowing institutional clients to access Osmosis's deal flow on a deal-by-deal basis.