The Water strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the rapidly growing water value chain. Investments are made in stocks of companies that generate >20% of their underlying revenue through products and services that address a number of long term macro-economic themes: growing populations, rising living standards, increasing urbanisation, rising consumption, aging in developed countries' water infrastructure, more stringent water quality regulations, and depletion of clean water supplies.
|Investment horizon||Long term|
|Sector focus||Water Infrastructure, Treatment and Utilities|
|Launch date||1 January 2009|
For further information please contact client services on:
Tel: +44 (0) 20 7434 1122
As at 31 July 2016
Hubert Aarts - Managing Director, Co-Head Listed Equities
Hubert is a Managing Director and Co-Head of Listed Equities along with Bruce Jenkyn-Jones.
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 is on the portfolio construction team for all 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.