A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution.
The world of tomorrow is not going to look like the world of today:
These trends will be the dominant themes during the 2020s and beyond
Investing in these trends requires a dedicated approach – adding one stock to a core portfolio won’t have a big enough impact and buying the sector outright ignores the often ridiculous valuations of companies in these categories
The Sustainable Future portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.
We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.
|Annualized Return||Standard Deviation||Dividend Yield|
|Asset Class||Weight (%)|
|1. SunOpta Inc||4.72%|
|2. Intellia Therapeutics Inc||4.04%|
|3. Deere & Co||3.57%|
|4. Illumina Inc||3.56%|
|5. Billerud AB||3.51%|
|6. Global X China Clean Energy||3.29%|
|7. FMC Corp||3.24%|
|8. Check Point Software Technologies Ltd||3.13%|
|9. AbbVie Inc||3.13%|
|10. IQVIA Holdings Inc||3.07%|