Portfolio Manager and CIO, Jens Peers, explains the philosophy that underpins the Global Sustainable Equity fund.
Multi-thematic global equity investing
We believe secular change is a powerful driver of investment returns over the long term. This is why the fund adopts a multi-thematic approach to global equity investing, seeking to find those companies best placed to take advantage of the opportunities created by the long-term secular trends shaping tomorrow’s world. The fund also offers investors a differentiated equity portfolio that has a dual objective in financial returns and positive sustainability impacts.
Capturing secular growth drivers
The fund invests in companies that it believes will benefit from four long-term global transitions.
Demographics
Aging population, urbanisation, growing middle class, quality of life
Technology
Data proliferation & A.I., automation, cloud computing & digitalisation
Environment
Low-carbon economy, efficient resource use
Governance
Innovation & adaptation, fairness, infrastructure
Reasons to invest
A high conviction approach built on deep fundamental analysis, the team builds concentrated portfolios filled with high-quality companies with strong competitive advantages, solid financial structures, proven management teams and sustainable & resilient business models.
The fund has a dual objective: to outperform the broad global equity market both in terms of financial performance and sustainability impact. As an Article 9 fund it has the highest sustainable classification, which it maintains through the firm’s in-house, proprietary, sustainability research process. Unlike other investment houses, Mirova does not rely solely on third-party research houses, but instead evaluates the financial consequences of ESG criteria and also seeks to assess and report on the environmental and social impact of the companies in which the fund invests. The team believes its sustainability process helps increase returns and limit downside risk.
The portfolio management team
Jens Peers, CFA®
CIO
Mirova US*
Hua Cheng, PhD, CFA®
Portfolio Manager
Mirova US*
Soliane Varlet
Portfolio Manager
Mirova***
The firm
Mirova, an affiliate of Natixis Investment Managers
Mirova has managed high conviction, multi-thematic sustainable portfolios for more than 30 years* The team aims to direct capital toward investments for a real, sustainable, and value-creating economy. The firm manages high conviction, high active share portfolios – all of which follow the same investment approach and belief that temporary inefficiencies and time arbitrage create long-term opportunities. The firm manages US$33.4 billion in assets under management.
*Operated in the U.S. through Mirova U.S., LLC (Mirova US)
** Hua Cheng is contracted by Mirova and seconded to Mirova US. Mirova US and Mirova agreed on a participating affiliate agreement
*** Soliane, is an “associated person”. As she oversees US portfolios, she has to respect the Mirova US code of ethics and strict deontology rules.
Natixis Investment Managers
With over 25+ offices worldwide, Natixis Investment Managers has US$1.3 trillion in assets under management1. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.
1Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 30 June 2024.
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