Investment philosophy

We believe that:

  • Capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency.
  • These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
  • Fundamental analysis which incorporates long term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.

We invest in companies and assets that are well positioned to benefit from the shift to a more sustainable global economy.

We offer a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.

Across our investment portfolios, we seek higher quality companies with strong business models that demonstrate sound management of risk.