Clean Energy Transition

Key facts

Strategy type	Global equities
Inception	31 May 2007
Reference indexThe strategy is not constrained by MSCI ACWI which is shown for comparison purposes only. The index does not influence portfolio construction and the strategy’s investment universe extends beyond the components of the index. Alternative global equity indexes are equally appropriate.	MSCI AC WORLD ($) NRI
Typical number of holdings	c. 40-50

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How we invest

Our strategy is secular-growth driven (we invest in companies with predictable value drivers, with a long-term horizon), focused (we are experts in our concentrated investment universe) and benchmark-unconstrained (we follow an active, pure bottom-up and forward-looking approach without constraints with regards to sectors, sizes, regions or styles).

Our investment philosophy

We believe that companies leading the clean energy transition will deliver a persistent return premium over the long term, as the market tends to overemphasise short-term earnings estimates and underprices the persistency of secular growth driven by this transition. Understanding the whole clean energy transition value chain is vital to gauge the drivers of long-term growth and identify investment opportunities. These are not restricted to only companies in power production. They can also arise in transport, manufacturing, buildings, IT and energy infrastructure such as networks and grids.