2. Proven process
The team have managed strategies in this space for 8 years with a proven, robust and replicable investment process. They aim to build a high conviction portfolio with unique characteristics and extremely low overlap with global equity portfolios – providing much needed diversification away from widely held sectors such as technology, communication services, healthcare, financials and energy, whilst also offering diversification within the sustainable space (which till now has been predominantly focused on decarbonisation).