We seek to generate attractive financial returns through investments that contribute to positive social and environmental outcomes.
Sustainability Goals & Theme Selection
With almost two decades of thematic investing experience, we invest in long-term, forward-looking themes — Climate, Health and Empowerment. We believe the SDGs are a powerful tool for identifying opportunities within our themes. We use a proprietary product identification methodology to find and only include those companies offering products, or have supply chains, that contribute to achieving the 17 UNSDGs.
Identifying the Strongest Candidates
Our team of sector experts conducts fundamental research to identify companies with the strongest UNSDG alignment, revenue growth, profitability and management quality. Analysts’ financial models incorporate a structured evaluation of material ESG factors to better gauge risk. The team collectively vets all investment candidates.
Building a High-Conviction Portfolio
The Portfolio reflects the team’s highest-conviction ideas with positions sized for optimal risk/reward and balanced theme exposure. A disciplined risk-management and sell process is designed to maintain these exposures over time. Our team engages with company management to address material ESG issues on an ongoing basis.