Not every decarbonisation stock is an opportunity, nor is every company a likely shot at sticking around through the next decade and beyond. Here at Munro Partners, we aim not to create an "ESG" fund but rather to create a portfolio of climate winners that help enable the decarbonisation of the planet.
The world has – to put it lightly – a serious problem. Where we believe we can contribute is in setting up a fund that really just focuses on this one thematic opportunity. Because the problem is so serious and will take such a long time to mend, the portfolio is long only and always fully invested.
So why do we think this is such a good opportunity today, and why did we set up this standalone thematic front? In this edition of Fund in Focus, we'll look at this multi-trillion dollar challenge and delve into how we tackle the investment opportunities in this space.
Transcript available here.
Disclaimer: This material has been prepared by Livewire, published on 5 May 2022. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.