Peter Michaelis, head of sustainable investing at Liontrust, talks to Pedro Gonçalves about the themes for the future, how going green does not mean you need to sacrifice returns and why this investment approach will never be mainstream.
What is the investment philosophy behind Liontrust's sustainable range? While we have 13 funds - over £9bn AUM - they all have one single purpose: to deliver superior returns by investing in sustainable companies. We have themes which are the bedrock of our process; we identify areas of the economy where there is strong growth and where that growth has a positive impact. Seeking companies that help create a cleaner, safer, and healthier society for the future, we currently have identified 21 specific themes in those categories. Liontrust breaks £30bn AUMA as investors remain pos...
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