SJF Impact

Supply Chain and
Circular Economy

SJF invests in companies making supply chains more sustainable and resilient while creating equitable economic opportunities.

Our Strategy in Supply Chain
and Circular Economy

SJF invests in companies improving the sustainability of the supply chain, from production through transportation, recovery, and second life. We also target models driving greater economic opportunity for working-class professionals and small businesses. Reverse logistics and the circular economy were focus areas for SJF’s early funds given the team’s expertise in recycling and reuse. Recognizing adjacent needs for transparency and sustainability in the forward supply chain, our thesis in the sector has expanded to now include both reverse and forward logistics.

Portfolio companies in SJF funds are enabling 24/7 supply chain visibility, eliminating empty miles traveled, reducing food waste, offering a sustainable alternative to Styrofoam for cold chain shipments, helping major retailers optimize customer returns, and creating thousands of quality entry-level jobs.

Pop quiz

What percentage of supply chain leaders reported that disruptions were a significant challenge?
Answer: 90%. 90%. Nearly every major company has experienced significant supply chain disruption in recent years — and the consequences extend far beyond balance sheets. Disruptions delay medicine reaching patients, food reaching grocery shelves, and emergency supplies reaching disaster zones. Real-time visibility and operational efficiency are increasingly the first lines of defense. SJF portfolio companies like Tive (live shipment tracking) and Tradeverifyd (supply chain verification and risk intelligence) help companies see and respond to disruptions before they escalate.

Our Impact Objectives In This Sector

Biju Nair
SJF and David Griest have not only been an investor to Hyla, but also a partner and a lifelong friend. They understood our mission well and supported the sustainability angle in our growth story well before it was fashionable. As Hyla went through our successful digital transformation from a commodity device trading company to a globally diversified technology and services company, SJF and David stood by us. Ultimately our exit in 2020 through a successful sale to Assurant would not have been possible without the support and guidance of David and the SJF partners.”
Biju Nair, CEO

Impact Highlights