Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
DEFINING CHARACTERISTICS OF OUR STRATEGY
- Established strategy built on a 30-year history of sustainable investing and innovative thought leadership
- High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
- Committed to provide clients with high standards of engagement, transparency and measurement
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past Performance is not a guide to future performance. No investment strategy, including a protection strategy, can ensure a profit or eliminate the risk of loss.
WHAT WE BELIEVE
- We believe there is a strong link between sustainable development, innovation and long-term compounding growth.
- Our investment framework leads us to invest in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes. At the same time, it helps us stay on the right side of disruption by seeking to avoid companies we consider to be involved in activities that are harmful to the environment and society.
- We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.
The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”
Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager
Investment Considerations
Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their outcomes on people and the planet.
KEY DOCUMENTS
Investment
Principles
