A number of companies are emerging with the potential to disrupt and dominate their respective markets, while also directly addressing key sustainability challenges, according to Craig Bonthron, co-manager of the Kames Capital Global Sustainable Equity fund.
While there have long been many great companies offering solutions to the world's sustainability challenges, rarely have these been truly disruptive to the point that they have changed the way a market operates in the same way as businesses like Amazon or Facebook. Nascent technologies, poor business models or management, regulatory complexity or cyclical headwinds have often got in the way. How much bigger can Facebook, Google and Amazon get? However, according to Bonthron, the situation has changed in recent years, with more viable businesses coming to the fore. "We have been ...
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