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Investment Advantage

Financial Returns and Sustainability Outcomes

Investment Philosophy
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1.

Sustainable Investing is Long-Term Thinking

  • We focus on long-term results and resist short-term thinking
  • Well-run companies in sustainable industries will succeed over the long-term due to their focus on positive change and sound business practices
  • We invest in companies that will benefit from long-term global themes, including sustainable urban development, energy transition, and health and wellbeing
  • We use our position as shareholders to advocate for better environmental, social and governance practices
  • We use sustainable investing to mitigate risk and avoid companies which may have:
    • stranded assets through operating in declining industries,
    • unpriced externalities that will result higher costs and lower profits over the long-term,
    • poor governance or unethical business approaches.
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2.

Diverse Approaches to Generate Investment Returns

  • We use top-down industry analysis and bottom-up fundamental company analysis to identify opportunities while remaining style agnostic

    We offer two complementary strategies:
    • A diversified broad-market strategy that enhances returns by avoiding backward looking industries and companies, while capturing equity market returns
    • A concentrated active strategy that invests in a small number of best-in-class sustainable companies using top-down thematic trends combined with rigorous bottom-up fundamental analysis
  • We use top-down industry analysis and bottom-up fundamental company analysis to identify opportunities while remaining style agnostic
  • Both strategies take advantage of the return opportunity and compounding generated by investing in public markets for the long term
  • All research and portfolio construction is performed in-house with proprietary methods
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3.

Helping Clients Succeed

  • Our clients are our top priority, and we focus our energy to meet and exceed their expectations
  • We strive for low fees to keep more client money invested
  • We are invested alongside with clients and we pay the same fees and share costs
  • Our focus is on risk reduction by using diversification and portfolio construction to our investors’ advantage
  • We have a highly experienced group of professionals making investment decisions, and we hold ourselves to the highest ethical standard at all times