Ivka Kalus – Founder, CIO, Portfolio Manager
Diversified international investing with strong ESG characteristics
The strategy utilizes a sector and region-neutral risk-controlled framework that seeks to provide long-term capital appreciation and excess returns relative to the MSCI World Index. A combined quantitative and fundamental approach invests globally in a diversified portfolio of companies dedicated to policies, products and services that mitigate climate change and ecological damage. The strategy will not invest in any companies involved in the extraction, processing or sale of hydrocarbons.
An active investment approach to the low-carbon economy
Increasing global temperatures are expected to severely disrupt natural resource cycles resulting in drastic economic and societal changes. We believe companies that are best positioned for resource-efficiency and/or provide products and services to address a low-carbon economy will offer investment opportunities over the long-term. Supporting our thesis, carbon efficiency has shown a positive relationship with financial performance, especially since 2010.
Carbon-risk is quantitatively incorporated through carbon disclosure data to access policies and business activities that have exposure to the themes below:
1”Is Being Green Rewarded in the Market?: An Empirical Investigation of Decarbonization and Stock Returns”, 2017
|Impact Results||Portfolio||Benchmark||% Better|
|C Suite Diversity||14%||9%||56%|
|S&P Global Env Rank||76||41||85%|
|Scope 1 GHG/Sales||25||290||91%|
|Scope 2 GHG/Sales||19||50||62%|
All data as of September 30, 2021 unless otherwise noted.
International investing involves additional risks, including social and political instability, economic developments, reduced regulation, market illiquidity, and market volatility, and currency exchange rate fluctuations.
ESG involves additional risks, including lower returns as a result of the foregoing of certain investment opportunities based on certain industries or ESG ratings.
Investors should carefully consider the Strategy’s investment objectives, risks, charges and expenses before making an investment decision. This and other information about the Strategy, including additional risks, are contained in the Prospectus, which can be obtained by contacting us.