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Sustainable Water Equity

Sustainable Water Equity

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Key Points

  • Addresses the sustainability challenge of rising water stress and supply deficits worldwide
  • Focuses on companies providing solutions in water supply, quality and testing and wastewater management
  • Seeks to optimize returns and exposure to water-theme via a portfolio diversified across regions and sectors

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Process

Our robust and disciplined process allows for consistency in the stock selection approach whilst maintaining a strong focus on fundamental analysis to build a portfolio of high conviction stocks.

Our sustainability and thematic expertise is integrated at different stages of the investment process. The construction of the thematic universe is based on the long-term sustainability challenge that is addressed by the theme. In addition, the sustainability profile of an analyzed company influences its attractiveness in the fundamental valuation. We integrate the company's sustainability performance in our financial analysis to estimate the stock's fair value.

Team

The Sustainable Water Equity strategy is managed by two seasoned portfolio managers who form part of the Thematic Investing team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further thematic portfolio managers from the Thematic Investing team. The portfolio managers also have access to sector, emerging markets and sustainability analysts.

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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