Bottom-up best ideas selection of sustainable companies based on fundamental analysis, sustainability thesis and thematic exposure. Invests very broadly across most sectors and is an all cap strategy.
Global Sustainable Equity
MSCI World (N)
The Global Sustainable Equity Strategy seeks to provide value-added investment results over the MSCI World Index by investing in attractively valued companies with strong fundamental valuation, as well as a long-term sustainable business model. The strategy is actively positioned to benefit from themes such as water and energy conservation, demographics and other important trends. In short, we believe that combining a traditional valuation discipline with sustainability analysis enhances the possibilities for value-added returns.
Investment philosophy and process
Our investment philosophy and process combine our bottom-up fundamental research with rigorous sustainability analysis. We actively look for companies that appear attractively valued and can benefit from secular themes, such as energy and water conservation, health care, demographics and other long-term trends. Sustainability has emerged as, arguably, the largest growing consideration as companies look to achieve long-term viability and profitability. Shareholders own much more than a company’s financial statement --- they have invested in its management, buildings, employees, culture, regulatory environment, governance and brand equity. We look at the whole picture when making investment decisions.
Our fundamental research is driven by a global team of experienced analysts. They focus on deep non consensus research and cash flow modeling that seek to define a security’s intrinsic value based on its future cash flows. We use a companywide, proprietary valuation model to make our projections as comparable as possible. Through this process, we aim to identify the best investment ideas across sectors and geographies from a stock specific standpoint. This component of the process provides strong traditional valuation support to our stock selection strategy.
The Sustainable Investors team integrates these inputs into a best-ideas portfolio of stocks that it believes are attractively valued and have a strong sustainability profile. In doing so, the Team draws upon its members’ years of experience and utilizes the firm’s proprietary risk management tools.