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Clean Energy Transition

Clean Energy Transition

The Clean Energy Transition strategy gives exposure to underestimated long-term persistent growth in companies driven by the clean energy transition.

Key facts

Strategy typeGlobal equities
Inception31 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 holdingsc. 40-50

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.

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Our investment team

  • Xavier Chollet

    Senior Investment Manager

  • Manuel Losa

    Senior Investment Manager

  • Pam LIU at Pictet headquarter, Geneva, Switzerland

    Pam Liu

    Investment Manager

  • Portrait of Guillaume Martin-Achard at Pictet headquarter, 60 route des Accacias, 1211 Genève, Switzerland.

    Guillaume Martin-Achard

    Investment Manager

Contact us

The Pictet Group has had a presence in Singapore since 1995 and Pictet Asset Management manages three asset classes from this office: Emerging Sovereign Debt, Emerging Corporate Debt and Asian Equities Long/Short. Our Asia ex Japan business development & client relationship management team serves an array of institutional and intermediaries clients within the region from offices in Hong Kong, Singapore and Taiwan. 

Please contact us for ways we can help with your investment needs.

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