Launch date
January 2018
Portfolio managers
Bruce Jenkyn-Jones
Jon Forster
Fotis Chatzimichalakis
Holdings
50-70
Universe
c.500 companies
Universe market cap
US$6.3tn

Overview

A global thematic strategy investing in listed companies with demonstrable exposure to products and services enabling mitigation of climate change or adaptation to its consequences.

Compelling growth story

Provides pure play exposure to growth opportunities of companies providing solutions for the mitigation of or adaptation to climate change.

Significant net environmental benefit

Portfolio companies are aligned with the Paris Agreement and provide significant net CO2 savings.

Unrivalled experience

Building on 20+ years of investing in environmental markets, we apply a proven process and our proprietary Climate Taxonomy to identify investment opportunities.

All data as at 30 September 2021.

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.

Portfolio Management Team

Bruce Jenkyn-Jones

Chief Investment Officer (CIO), Listed Equities, Executive Director

Bruce serves as Impax’s Chief Investment Officer, Listed Equities. He is responsible for supervising and overseeing investment process, policy and performance, regulatory oversight, and leads product design and development as well as the application of Impax’s investment thesis across the Listed Equities product range.

Bruce is Chairman of the Listed Equities Investment Committee, and serves as Co-Portfolio Manager of Impax’s Specialists and Climate strategies.

Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equities business.  Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM).

Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.

Recent blog posts

Jon Forster

Senior Portfolio Manager, Managing Director

Jon has worked at Impax since August 2000. He co-manages the Specialists strategy, which includes Impax’s flagship fund, Impax Environmental Markets plc, alongside Bruce Jenkyn-Jones.

Following graduation from Leeds University in Management Studies, Jon began his career in 1994, spending four years working on acquisitions at HSBC Investment Bank. Subsequently, he spent two years consulting venture capital investor Alchemy Partners, focusing on manufacturing and resource management companies.

Recent blog posts

Fotis Chatzimichalakis

Co-Portfolio Manager, Associate Director

Fotis is a Co-Portfolio Manager of Impax’s Specialists and Climate strategies. He researches stocks globally and specialises in Information Technology and Industrials.

Fotis joined Impax in 2015. He has a background in engineering and joined Impax after graduating from the University of Edinburgh with an MSc focused on Sustainable Energy and Finance. He interned with Impax’s Listed Equity team from the beginning of 2015 and prior to that completed work experience at Barchester Green Investment.

Fotis is a CFA Charterholder.

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