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Investment Focus

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At Kinterra, we believe in global citizenship and creating more equitable access to opportunities for future generations of leaders, thinkers, and innovators across the globe.

Kinterra’s Mission is to deliver robust risk adjusted returns for its investors by acquiring, developing, and monetizing critical materials projects and associated infrastructure assets, all while supporting the development of the modern economy in stable jurisdictions

Market Dynamics Underlying Kinterra's Strategy

1

Structural Underinvestment in Upstream Critical Materials and Infrastructure
Western economies face a decades-long investment deficit across the upstream critical materials supply chain. Slow permitting, capital scarcity, and aging infrastructure have sharply limited the development of new mines, processing capacity, and supporting logistics. The chronic lack of investment in the sector has left Western nations at a structural disadvantage and increasingly dependent on foreign suppliers, often in jurisdictions that are not aligned with Western economic or strategic interests.

2

Strengthening Supply-Demand Fundamentals 
Demand for critical minerals is accelerating across energy, industrial, and technology sectors. These materials underpin power-grid upgrades, urbanization, advanced manufacturing, and next-generation technologies. With digitalization and electrification driving multi-decade consumption growth, demand signals remain robust, diversified, and long-dated.

3

Securing Western Supply Chains  
High reliance on non-Western producers has created strategic vulnerabilities for industries dependent on critical minerals. Governments and manufacturers are now prioritizing resilient, transparent, and regionally aligned supply chains. Rebuilding Western supply capacity is essential to strengthen independence, reduce geopolitical risk, and ensure reliable material flows from the resource to the end product.

Our Approach

Kinterra specializes in control-oriented investments across the critical materials and infrastructure value chain. Our approach focuses on:

Origination
Value Creation & Monetization

Acquiring controlling, project-level interests in large-scale supply chain assets. 

Targeting advanced and late-stage development projects, where capital and expertise can unlock near-term value. 

Deploying capital at attractive entry points, often arising from distress, dislocation, or strategic repositioning. 

Investing exclusively in Tier-1 jurisdictions, characterized by low geopolitical risk and strong rule of law. 

Building a concentrated, high-conviction portfolio through disciplined underwriting and active ownership. 

Acquiring controlling, project-level interests in large-scale supply chain assets. 

Targeting advanced and late-stage development projects, where capital and expertise can unlock near-term value. 

Deploying capital at attractive entry points, often arising from distress, dislocation, or strategic repositioning. 

Investing exclusively in Tier-1 jurisdictions, characterized by low geopolitical risk and strong rule of law. 

Building a concentrated, high-conviction portfolio through disciplined underwriting and active ownership. 

Operational Improvements & Project Delivery

Advance and de-risk assets with a focus on technical operational excellence, driving long-term value for investors and stakeholders.

Government & Stakeholder
Engagement

Collaborate with local, state, and federal governments on permitting, policy, and funding while building trusted community and stakeholder relationships.

Transaction & Financing
Expertise

Execute complex project financings, offtakes and downstream partnerships that align upstream development with downstream demand.

Strategic Positioning

Apply downstream insights to integrate projects into critical supply chains and forge lasting partnerships that enhance resilience across supply chains.

Monetization

Leverage our deep network of relationships within our sector to opportunistically monetize our investments to maximize value for all stakeholders.

Operational Improvements & Project Delivery

Acquiring controlling, project-level interests in large-scale supply chain assets. 

Government & Stakeholder
Engagement

Targeting advanced and late-stage development projects, where capital and expertise can unlock near-term value. 

Transaction & Financing
Expertise

Deploying capital at attractive entry points, often arising from distress, dislocation, or strategic repositioning. 

Strategic Positioning

Investing exclusively in Tier-1 jurisdictions, characterized by low geopolitical risk and strong rule of law. 

Technical Excellence

Building a concentrated, high-conviction portfolio through disciplined underwriting and active ownership. 

Kinterra’s Path
To Driving Returns

Kinterra’s mission is to deliver attractive risk-adjusted returns for investors by identifying, acquiring, enhancing, and monetizing assets that are impacted by significant value dislocation in the critical materials and associated infrastructure sectors, all within mining-friendly jurisdictions.

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1

Proprietary Investment
Origination

Leverage vast network across the industry to source proprietary deals in a fragmented sector.

2

Capitalizing on Sector Expertise

Kinterra’s multidisciplinary team has evaluated more than 600 projects in its target jurisdictions.

3

Complex Structuring & Transaction Experience

Structure and execute complex acquisitions, partnerships, downstream integrations and monetizations.

4

EXECUTING ON VALUE CREATION INITIATIVES

Leverage multi-disciplinary in‑house technical and transaction teams while building high-calibre operating teams.

5

Proven EXIT STRATEGY

Realize target returns through innovative, tailored exits backed by a proven track record.

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