Impact Investing

We seek two equally important goals: attractive long-term returns, and a positive impact for the planet as well as society, by investing in companies that can help deliver solutions to address the most pressing global environmental and societal challenges.

How we can help you

Taking responsibility for our society and environment leads us into a better world. A growing awareness among investors, behavioral shifts among consumers, and innovative solutions in the corporate world, drive this transition. Asset owners can benefit and accelerate the change through so-called impact investing.

We aim to deliver competitive risk-adjusted equity returns over a full market cycle and to create a measurable positive effect on the environment. In our opinion, investing in listed companies focused on creating positive, measurable impact is not only about avoiding risks, but also taking advantage of the opportunities that come with the transition to a low-carbon economy. We believe our approach helps investors to achieve their objectives in terms of sustainability as well as financial returns

Of particular interest to us are companies capturing the opportunities arising from long-term structural shifts , e.g. population growth, urbanization, or rising inequalities, and whose innovative products and services provide scalable solutions to the world’s most pressing challenges such as resource scarcity, rising pollution, or hunger in some parts of the world. These companies have the potential to gain market share and outperform their peers, especially if they boast solid balance sheets and superior long-term profitability.

Our aim is to construct equity portfolios with a sound mix of established names and disruptive newcomers. Our process is based on extensive research, and we show in a transparent way what informs our investment decisions.

Why partner with us?

Outperformance over the cycle

Investing in problem solving companies creates long-term growth opportunities and strong financial returns.

Unconstrained

A concentrated portfolio of stocks selected bottom-up driven by conviction and purity.

Measurable impact

Driving positive change for people and the planet and delivering tangible benefits.

Meet the team

Insights

Sustainable Equities Boutique
Viewpoint | Read | 5 min

Circular economy makes the wheels go round

The circular economy, popularized by expressions such as “zero waste”, “right to repair”, or “from farm to fork”, is rooted in the knowledge that resources are finite. Companies that manage to reduce their consumption of raw materials are likely to increase their profits and market share, which will ultimately benefit investors. Past examples of corporate successes based on the circular economy include the Italian Vespa scooter.

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Sustainable Equities Boutique
2022-08-17_joe-biden-tips-the-scales-in-favor_teaser
Viewpoint | Read | 4 min

Joe Biden tips the scales in favor of carbon-neutral future

Lofty pledges of governments to “go green” often hit a snag in parliament. However, there are also success stories like that in the US, where lawmakers backed a proposal to cut carbon emissions by roughly 40%. The plan, just signed into law by Joe Biden, could boost domestic wind and solar companies, potentially also benefiting “impact investors”.

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Sustainable Equities Boutique
Viewpoint | Read | 6 min

As Russian gas evaporates, swapping pipelines for smart solutions

Vladimir Lenin believed that “Soviet power plus the electrification of the whole country” would lead to triumph over the west. His namesake in today’s Kremlin is using gas exports as an economic weapon. Europe is looking for technological solutions such as heat pumps to wriggle out of the Russian bear’s warm embrace.

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