The fight against climate change is likely to be the defining issue of our generation. Governments, corporations and individuals continue to race towards a net-zero economy (when the amount of greenhouse gas produced and the amount removed from the atmosphere balances out). Against this backdrop, we seek to invest in businesses that emphasise, or benefit from, the efficient use of resources and are working to reduce their environmental footprint.
We also apply strict criteria when it comes to quality and value, seeking out stocks with enduring assets that generate long-term, predictable, minimum-risk cash flow. These businesses must benefit from high barriers to entry (enduring competitive advantages that prevent rivals from gaining a foothold in their market) and possess genuine pricing power, allowing them to outpace inflation. Finally, we must be able to buy them at reasonable valuations. This approach has served us well. The net asset value (NAV) of our investment trust has compounded by 14% over the last five and a half years. The trust is on a discount to NAV of more than 25%.
Google goes green
Subscribe to MoneyWeek
Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE
Sign up to Money Morning
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Customers’ savings mean higher returns
A ubiquitous player
-
8 of the best properties for sale with communal gardensThe best properties for sale with access to communal gardens – from an apartment in a listed building opposite London’s Hyde Park, to a wing of a mansion with access to 180 acres of parkland in Henley-upon-Thames
-
The five insurance policies you should haveSome insurance cover will be more important than others. We look at five insurance policies you may need to have to make sure you aren’t caught out in an emergency
-
'Seeking out quality and resilience will pay off for patient British investors'Opinion Gary Channon, chief investment officer of Phoenix Asset Management Partners, and Kartik Kumar, member of the Investment Team, select three stocks
-
Resilient and profitable performers will excel in the era of deglobalisationOpinion James Harries, co-manager, STS Global Income & Growth Trust, selects his favourite stocks as he shares where he'd put his money
-
Growth trends such as low-carbon grids and AI boost key infrastructure — how to investOpinion Richard Sem, partner, head of Europe, and portfolio manager at Pantheon Infrastructure, highlights three favourites as he shares where he'd put his money
-
Trainline: a cheap cash machine for investorsOpinion Trainline’s shares have slumped owing to concerns about growth, but the sell-off seems overdone
-
Look to British stocks to lead the charge as the Magnificent Seven falterOpinion Gervais Williams, fund manager, The Diverse Income Trust, picks three British stocks where he'd put his money
-
'Technology will determine tomorrow’s top stocks in emerging markets'Opinion John Citron, investment manager of the JPMorgan Emerging Markets Investment Trust, tells us where he’d put his money
-
Three British mid-caps that could make 'attractive' investmentsOpinion Charles Luke, manager of the Murray Income Trust, highlights three UK-listed mid-cap companies, as he tells us where he'd put his money
-
LendInvest: a promising fintech firm going cheapOpinion LendInvest has made some mistakes in the past, but it’s now primed for growth, says Rupert Hargreaves
