Leaders

The Leaders Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing Resource Efficiency and Environmental Markets. These markets address a number of long term macro-economic themes: growing populations, rising living standards, increasing urbanisation, rising consumption, and depletion of limited natural resources. Investments are made in companies which have >20% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.

Key facts

Geographic focus Global
Characteristic Growth
Currency EUR, GBP, USD
Number of stocks 60
Investment horizon Long term
Launch date 1 March 2008
Strategy AUM £606m

The Impax Leaders strategy is available through the following products:

PaxWorld Global Environmental Markets Fund 

To read our press release about the proposed launch of the Impax Leaders Fund click here

For further information please contact client services on:

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

 

As at 31 December 2015.

Portfolio Managers

Hubert Aarts -
Managing Director, Co-Head Listed Equities

Hubert is a Managing Director and Co-Head of Listed Equities along with Bruce Jenkyn-Jones. Hubert is Co-Portfolio Manager for Impax’s Leaders and Water Strategies. Hubert also leads Impax's macro-economic research process. Hubert started his career in the investment industry in 1990 and joined Impax in January 2007. 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. Hubert 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.  

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

Bruce is a Managing Director and Co-Head of Listed Equities along with Hubert Aarts. Together they are responsible for the development of the investment process, research and team. Bruce has an active role in the day to day management of all Impax listed equity portfolios and serves as co-Portfolio Manager for our Specialists, Leaders, and Water strategies. 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.