Transition Leaders

Finding advantage in resource efficiency

Identifying tomorrow’s front runners

We recognise that environmental risks are material financial risks.

Each sector of the economy will see clear winners and losers in the sustainable economic transition.

A PROPRIETARY SIGNAL

The Model of Resource Efficiency

Efficient resource use is of fundamental importance to the corporate bottom line. Our proprietary Model of Resource Efficiency objectively identifies those companies in every sector that are most efficiently utilising their natural resources to create economic value. We leverage this data to uncover investment opportunities that are not fully recognised by the market.

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Featured Strategies

Our Transition Leaders strategies are designed to deliver alpha in concentrated portfolios which identify the world’s most environmentally resilient companies

Equities

Mining’s Great Consolidation: Why Efficiency Will Decide the Winners

Mineral deposits are becoming harder to exploit, costs are rising and regulatory pressures are intensifying

“Our proprietary research has consistently demonstrated that positive environmental impact doesn’t need to be at the cost of investment performance"

Latest Thinking

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Interested in a bespoke Transition Leaders solution?

Our approach can be tailored to individual investor requirements