Specialization
Our firm is focused solely on investing in companies fueling decarbonization. Given the lack of transparency and uniformity in public companies on supply chain, revenue streams and carbon emissions, we believe bottom-up fundamental analysis and diversification by theme is the best means to generate alpha.
Science Led Approach
As decarbonization is implemented globally, different climate mitigation and adaptation tools will be used depending on the region, applicability, cost, and policy. To stay current on evolving technologies and initiatives, the investment team is supported by the ScopeFour Climate Council and facilitates regular dialogue with a variety of science-based organizations, including CRANE Tool and Project Drawdown.
Climate Taxonomy
Our framework provides a comprehensive pathway to emission reduction by investing in six key themes: Renewable Energy, Circular Economy, Green Infrastructure, Clean Technology, Discretionary Consumer and Sustainable Ecosystems.
