United StatesResilient industrial specialists in a disruptive age
Suppliers of niche but critical components look well positioned to navigate the next industrial cycle
Why AI governance matters to investors
Our engagements have identified robust AI governance structures and processes whose adoption could help mitigate financially material AI-related risks
Interpreting economic transformations to identify mispriced opportunities
We believe analysis of the powerful, long-term secular forces driving the transition to a more sustainable economy enables equities investors to exploit short-term market inefficiencies
Global Opportunities Strategy
We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.
Leaders Strategy
A long-only, all-cap global equities strategy investing in Environmental Markets.
US Environmental Leaders Strategy
A long-only, all-cap US equities strategy investing in Environmental Markets.
Global Social Leaders Strategy
A diversified, global equity strategy that seeks to invest in companies that offer strong corporate cultures and that provide products or services benefitting society.
Impax Funds
Mutual funds focusing on the investment risks and opportunities arising from the transition to a more sustainable global economy.