Investment Philosophy

We follow a global, growth-oriented investment philosophy that reflects our extensive practical market experience, conservative nature and long-term perspective. Our process incorporates the analysis of environmental pressures on businesses throughout the world.

 

Over the long term, we believe earnings growth drives stock prices.

A company’s business strategy must factor in environmental risks and ecological limits.

It is important to buy companies at reasonable valuations.

Environmental factors should be analyzed and taken into account when considering valuations.

Great investments are found in companies of any size, any sector and in most regions of the world.

Conversely, some industries and companies may present unacceptable environmental risks for long-term investors.

We believe a long-term investment perspective facilitates long-term investment success.

The best companies are both innovative and farsighted in planning for changes in natural resource and environmental economics.

Notice

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