For institutional investors in Norway

Sustainable Future Technologies

By focusing on companies that provide technology solutions with a positive impact on the environment and society, our approach aims to deliver attractive long-term capital returns

Overview

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.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

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.
This website is a marketing communication.

PORTFOLIO MANAGEMENT

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.