Global Environment Strategy
Invests in companies enabling the transition to a low-carbon world - seeking to capture the structural growth driven by decarbonisation
Deirdre Cooper
Graeme Baker
Invests in companies enabling the transition to a low-carbon world - seeking to capture the structural growth driven by decarbonisation
Strategy overview
The Strategy aims to achieve long-term total returns by investing in the equities of companies expected to benefit from the transition to a lower-carbon global economy. It focuses on businesses in three key areas of decarbonisation: renewable energy, resource efficiency and electrification. The Strategy aims to have a measurable positive impact by financing companies that are solving the world’s environmental challenges.
Key Features
A compelling investment proposition
- The flow of capital into sustainable decarbonisation represents a powerful multi-year structural growth driver.
- A high-conviction portfolio of quality environmental solutions companies to capture the opportunity
A unique investment approach
- Uses a proprietary screen to build a universe of ~700 companies providing environmental solutions that are most likely to benefit from sustainable decarbonisation
- Incorporates Scope 1, 2 & 3 carbon emissions (risk) and carbon avoided (impact)
An experienced team
- Managed by an experienced team committed to environmental change
The world has a massive task ahead to transition from today’s unsustainable economy to one based on cleaner energy and transport, more efficient industrial production and more energy-efficient buildings.
Investment Approach
01We believe that investing in decarbonisation offers investors exposure to a new structural growth area; the potential to hedge carbon risk; and the chance to make a positive impact. |
02We look across global value chains to identify companies generating revenues from businesses that are helping the world avoid emissions. |
03We target companies with three key attributes: growth potential, sustainable returns and competitive advantages. |
04We believe an unconstrained and focused approach, combined with a long-term investment horizon and active engagement, is the optimal way to invest in decarbonisation. |