Environmental Solutions

The Environmental Solutions strategy targets high returns and long-term capital growth by investing in a portfolio of global equity and equity-related securities. It is a pure-play environmental strategy, aiming to have at least 80% of invested capital in companies where environmental solutions account for >50% of revenues or profits. It also seeks to have an even greater impact through donations to environmental charities. 

Winner of the ESG Investing Awards 2022 ‘Best ESG Investment Fund: Global Thematic’ 

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Environmental Solutions Strategy

The strategy aims to drive capital towards companies that are delivering solutions to the problems of climate change and ecosystem destruction around the world. It also has a direct impact via donations to environmental charities. 

We believe that the environmental thematic will be a key structural winner over the next two decades and therefore expect the Environmental Solutions strategy to significantly outperform global equity markets over the long-term, while adhering to certain environmental investment criteria.

The investment process is based on rigorous fundamental stock selection within an environmentally driven top-down framework. Portfolio construction is the synthesis of idea generation, conviction and risk management. The strategy will typically hold around 40 stocks, and will have a very high active share.

The following aspects of our investment process provide an edge and set the TT proposition apart from the competition:

  • Pure-play environmental strategy. We aim to have at least 80% of invested capital in companies where tackling an environmental problem generates >50% of revenues or profits.

  • Differentiated expertise and research. We have access to TT’s world-class Emerging Markets expertise and a carefully selected Research Advisory Board of 4 world renowned environmental experts.
  • Diversified portfolio. We invest in 7 major themes across biodiversity and climate change solutions.
  • Valuation and selling discipline. Strict approach to price targets, as well as proactive management of position sizes.
  • Direct environmental impact. One-third of the strategy’s revenue is given to carefully selected environmental charities at no cost to investors.

Co-Portfolio Manager Harry Thomas has hosted several webinars discussing various aspects of the strategy over the past 12 months. They can be viewed on our website herehere and here

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