United StatesKirsteen Morrison*
Overview
An all cap equity strategy that invests regionally in Asia-Pacific companies possessing sustainable competitive advantages in order to achieve superior earnings growth and long-term capital growth.
Capturing Opportunities
Asia’s demographics, rising affluence and economic growth create unique opportunities for well-positioned companies in the transition to a more sustainable economic model.
Avoiding Risks
The investment process includes a strong focus on risks arising from this transition, including government policy changes.
Sustainability Lens
The proprietary “Impax Sustainability Lens” identifies durable companies best positioned to seize these opportunities and mitigate these risks.
All data as at 28 February 2023.
*Interim Co-Portfolio Manager
Past performance is not necessarily a guide to future performance. The value of investments can fall as well as rise and you may get back less than you have invested. Impax Asset Management Limited claims compliance with the Global Investment Performance Standards (GIPS®). Net-of-fee returns are computed using a model fee, which is the maximum applicable fee within the Composite. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Further information on composite data is available on request.
We are very sad to share the news that David Li, Senior Portfolio Manager, Asian Opportunities Strategy passed away unexpectedly at the end of October.
David was a valued leader and mentor of the Asian team, a brilliant analyst, and talented portfolio manager. On a personal level, he was generous and warm with a gentle humour. We are utterly devastated by the loss of our colleague and friend and are offering support to his family during this tragic time.
To provide continuity to the investment process, Kirsteen Morrison will join Oscar Yang as Interim Co-Portfolio Manager on the Asian Environmental and Asian Opportunities strategies. Kirsteen has been on the strategy team for both strategies since their inception. David’s stock coverage will transition to the secondary analysts for each company. In addition, Paul Peng, Research Analyst, will join the strategy team for both Asian Environmental and Asian Opportunities.