Disrupting the inefficient healthcare system
World-leading innovation means the US is home to a breadth of exciting – and under-researched – smaller healthcare companies that are improving outcomes for patients and providers
America should be the eagle, not the ostrich, of the clean energy transition
With US jobs, leadership and investment returns at stake, we must embrace the transition to a cleaner, more resilient economy
Electricity networks: the new pipelines of the global economy
An expected doubling of the world’s grids by 2050 is creating compelling opportunities for companies with the materials and know-how to create a new backbone for the global energy system
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.
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
Mutual funds focusing on the investment risks and opportunities arising from the transition to a more sustainable global economy.