Terra Alpha, a global equity investment firm that examines the environmental productivity of companies as part of its investment process, has opened offices in Middleburg.

"We look for environmentally productive, fundamentally sound, well managed companies around the world," explained Tim Dunn, founder of the firm, and resident of The Plains.

Terra Alpha is based on the belief that the earth's finite natural resources, including clean air and fresh water, are being depleted or negatively impacted by human activity at an unsustainable rate and that investors should align their portfolios with their beliefs.

Most importantly, companies that do track their environmental footprint are preparing for a resource constrained future, and should be a better investment over time. Terra Alpha recommends that corporate entities and other investors to join this perspective.

Andrew Geller, also a founding partner, is based in Los Angeles. The rest of the six-person team will be based in Middleburg.

"We look forward to being in the new space and building," noted Amy Dine, Director of Advocacy. "Middleburg is beautiful and takes land use seriously. Being in an environmentally thoughtful area seemed appropriate given our firm's mission."

Established in December 2014, the team brings 75 years of investing experience to the table, from well known investment houses such as Oppenheimer Inc. and Capital Group Companies which manages the American Funds mutual fund family.

Mr. Dunn was lead portfolio manager in four funds during his time at Capital.

"While at Capital, I was surrounded by some of the smartest, and most capable investors," he recalls, "but my personal belief that we all have a responsibility to help solve the great challenges of our day led me to establish this firm which advocates for more environmentally productive investments."

The team will be located in the new Middleburg Professional Center at 119 The Plains Road.