UPDATE: JLEN changed its name to Foresight Environmental Infrastructure (FGEN) in 2024, and long-time manager Chris Tanner stepped down in mid-2026, with Ed Mountney and Charlie Wright continuing as co-managers. FGEN sold around 10% of its portfolio during 2024 and 2025 and is looking to focus on core assets and dispose of growth assets such as its aquaculture facility and CNG distribution platform. NAV returns were 13% in the year to March 2023, -2% in 2024, +1% in 2025 (when the bankruptcy of HH2E caused a 3% write-down), and +6% in 2026
JLEN Environmental Assets (ticker: JLEN) was launche...
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