Defining characteristics of our strategy
- UK-based team of sector experts with over 90 years’ combined industry experience navigating the hype cycle of technology.
- Positive screening of sustainable technology themes providing solutions to key global environmental and social challenges.
- Negative screening to avoid investing in companies with goods or services that contribute to environmental or societal harm.
- Disciplined valuation approach seeks to identify underappreciated earnings power and rational growth at a reasonable price.
What we believe
- We believe technology is the science of solving problems and responsible innovation and disruption can be a positive force.
- Our deep knowledge and extensive experience enables us to navigate the technology hype cycle to identify persistent, underappreciated opportunities that may provide solutions to the global challenges faced by humanity – technology for good.
- We believe this approach will provide clients with positive environmental and social benefits from the development of a sustainable global economy, as well as the potential for attractive long-term returns.