How companies manage their impact on the environment is important — but equally important is how effectively companies adapt to the impact an increasingly stressed environment has on their businesses.
To get a true picture of a company’s total value, financial health and competitive position, thorough environmental evaluation must be part of a core fundamental analysis.
We believe companies that are effectively building environmental factors into their long-term strategies will lead the markets over the long term.
Environmental investing is more than checking off on a list of “green” criteria. It involves close analysis of the interactions between human activity and the natural environment, and requires a long-term time horizon.