Leaders

Key facts

Geographic Focus Global
Characteristic Growth
Currency EUR, GBP, USD
Number Of Stocks 58
Investment Horizon Long term
Launch Date 1 March 2008
Strategy AUM £559m

The Impax Leaders strategy is available through the following products:

Old Mutual Ethical Fund 

PaxWorld Global Environmental Markets Fund 

For further information please contact client services on:

Tel: +44 (0) 20 7434 1122
Email: clientservices@impaxam.com

 

As at 30 November 2014.

Portfolio Managers

Hubert Aarts -
Senior Portfolio Manager, Managing Director

Hubert is the Managing Director of Listed Equities and leads Impax's macro-economic research process. Hubert joined Impax in January 2007 and co-manages the Leaders and Water Strategies. He started his career in the investment industry in 1990. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group.

He joined Impax from Cambrian Capital Partners LLP where he was a partner and portfolio manager of the Curalium fund, and Incremental Leveraged hedge funds. Hubert has a Master's degree in Economics and Business Administration from Maastricht University.

Simon Gottelier -
Senior Portfolio Manager, Director

Simon has worked at Impax since 2004 and co-manages the Leaders and Water Strategies, as well as selected clients' SRI/ESG products. Simon joined Impax from Veolia (formerly Vivendi) Environment, where he was a Financial Analyst. His responsibilities included the analysis and modeling of potential investments and financing issues on the part of the Group's water businesses.

Simon began his career in Investment Banking in 1998 at NM Rothschild and subsequently moved to Deutsche Bank where he provided strategic, M&A and financing advice to European and US clients across a broad range of industrial sub-sectors. He has an honours degree in Modern Languages from the University of Bristol.

Bruce Jenkyn-Jones -
Head of Listed Equities, Managing Director

Bruce is the Managing Director of the Listed Equity team and oversees Impax's long-only investment strategies.

Bruce is responsible for the development of the investment process, research and team development. He also has an active role in the day to day management of all Impax listed equity portfolios. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.

Impax quarterly videos

Leaders strategy - Quarter 3, 2014
Hubert Aarts reviews the Leaders strategy  
Leaders strategy - Quarter 2, 2014
Hubert Aarts reviews the Leaders strategy 
Leaders strategy - Quarter 1 2014
Hubert Aarts reviews the Leaders strategy
Leaders strategy - Quarter 4, 2013
Hubert Aarts reviews the Leaders strategy