We like to be in business with honorable and astute people and with companies who look to the long-term when defining success. This requires a responsible approach to the environment.
At the core of our assessment we form a view on normal returns on equity p.a., stretching out into the future.
> resource efficiency/circular economy, incl. water as a resource
> provision of basic human consumables (e.g. food, P&C insurance)
> consolidation opportunities as leader in fragmented markets
> favourable exposure to demographic trends, incl. exposure to emerging markets growth
> “Blue Oceans” where the product creates the market
> modern sales and distribution channels such as Amazon, social media
> internet of things (e.g. home and factory automation) and artificial intelligence
> clean electrification of energy and transport
> beneficiary of measures to slow down climate change
> cyber security market (e.g. IT services)
> virtual network effects, data collection or data commercialisation