Leaders Strategy

Global all cap strategy investing in stocks of large diversified companies that are expanding their activity in resource scarcity markets as well as small cap and mid cap environmental services and technology companies.

  • Geographic Focus Global
    Characteristic Growth
    Investment Horizon Long term
    Launch Date March 2008
    Currency GBP, USD, EUR
    Number of Stocks 61
    Strategy AUM £502m

    The Impax Environmental 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


    Managing DirectorBruce Jenkyn-JonesView details

    Managing Director
    Bruce Jenkyn-Jones

    Bruce Jenkin-Jones

    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.


    DirectorSimon GottelierView details

    Simon Gottelier

    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.


    Managing DirectorHubert AartsView details

    Managing Director
    Hubert Aarts

    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.


    OverviewDateTitle & Description
    23/07/14Leaders strategy - Quarter 2, 2014 
    Hubert Aarts reviews the Leaders strategy
    24/04/14Leaders strategy - Quarter 1 2014 
    Hubert Aarts reviews the Leaders strategy
    29/01/14Leaders strategy - Quarter 4, 2013 
    Hubert Aarts reviews the Leaders strategy
    24/10/13Leaders strategy - Quarter 3, 2013  
    Hubert Aarts reviews the Leaders strategy
    19/07/13Leaders strategy - Quarter 2, 2013  
    Hubert Aarts reviews the Leaders strategy
    23/04/13Leaders strategy - Quarter 1, 2013 
    Hubert Aarts reviews the Leaders strategy


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