Being on the right side of change: Building portfolios that create a greener, sustainable planet for all posterity

Creating environmental solutions

As investors, we love a really high-quality businesses. We believe that investing for the long term in such firms is one of the best ways to generate growth.

We are also conscious, however, that businesses do not operate in a vacuum and we accept that they will be buffeted by the forces that shape our world. So, in addition to the traditional measures of quality, we also like firms to be positively aligned with the big structural forces. These are generally driven by gradual changes in society and one of the oldest, tracing its roots back over thousands of years, is mankind's tendency to innovate to solve problems. While we have seen this trend play out in various guises over the years, we think that one area that is interesting at the mom...