Investment Philosophy
As the world population exceeds seven billion and rises in
affluence, concerns about resource scarcity, pollution, energy
security and climate change are escalating. Policy makers and
investors worldwide are increasingly facing up to the need to
develop global resources in a sustainable manner.
Environmental markets offer investors a compelling opportunity
to tap into superior growth over the next decade and beyond. Strong
sector drivers, a broad, diverse investment universe and a high
prevalence of company mis‐pricing create multiple opportunities for
alpha generation. Impax believes there is scope for a focused team
to identify these opportunities and build strong, risk-adjusted
portfolios.