Sustainable equity

Navigating through major transitions by investing in high-quality companies

Objective

We aim to deliver long-term capital growth by investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.

Philosophy

In our view, the transition to a sustainable economy is a vital and powerful trend which is set to play out for decades to come and creates opportunities over the long term to invest in high-quality businesses aligned with delivering this transition.

Approach

In identifying these businesses, our experienced portfolio management team collectively own all aspects of investing throughout the lifecycle. This begins with a proprietary analysis of company fundamentals – including analysing how sustainable the business is – and continues through to portfolio construction and then active stewardship following investment.

The team follows a methodical, disciplined process designed to:

select high-quality companies which are demonstrably aligned with the transition to a sustainable economy, including regarding carbon-intensity metrics;
make investments in these companies at attractive valuation entry points; and
build a high-conviction, low-turnover, concentrated portfolio where positions are held for the long term and where the team is able to actively engage with portfolio company management teams over the lifetime of the investment.

We deliver this approach with a global or European focus.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Fund library

You can invest in one or more of our strategies by investing in related funds or through a tailor-made mandate with our specialists. For more sustainability-related information, please refer to the sustainability-related information section of the fund library. You can also visit the fund library to find detailed information on our funds.

Go to fund library