We invest in globally-listed equities – we have a universe of up to 400 names in 30+ countries with a market cap of around US $2 trillion. Our high conviction portfolio of typically 35-50 stocks with attractive upside and risk/return profiles provides significant diversification benefits, particularly given the extremely low overlap with global equity portfolios* (there is no technology or pharmaceuticals exposure).
This is a unique strategy looking beyond sector biases by finding the best global opportunities from the water and waste value chains.
- Typically 60% water and 40% waste
- Targeting greater than 80% active allocations
- Minimum 70% sustainable characteristics
- Enhanced active management combines both defensive and growth stocks that will benefit from long-term structural drivers
The portfolio provides diversification benefits given the extremely low overlap with global equity portfolios.