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

Strategy overview

The Strategy aims to achieve long-term total returns by investing in the equities of companies expected to contribute to 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
  • Provides exposure to quality environmental solutions companies engaged in the powerful multi-year decarbonisation structural growth opportunity
  • A high conviction portfolio built from the bottom-up which combines impact with financial returns
  • Global environment universe built using a proprietary screen
  • High active share provides a diversifier to traditional portfolios
  • Focused engagement and transparent reporting on sustainability and impact
  • Managed by an experienced team committed to environmental change

Strategy explainer

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

01

We 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.

02

We look across global value chains to identify companies generating revenues from businesses that are helping the world avoid emissions.

03

We target companies with three key attributes: growth potential, sustainable returns and competitive advantages.

04

We believe an unconstrained and focused approach, combined with a long-term investment horizon and active engagement, is the optimal way to invest in decarbonisation.

Portfolio managers

Deirdre Cooper
Portfolio Manager
Graeme Baker
Portfolio Manager

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