Lombard Odier IM Launches Future Electrification Strategy

Lombard Odier Investment Managers (“LOIM”) today announces the launch of its Future Electrification strategy. The actively managed strategy aims to capture opportunities associated with new and shifting electrification revenue pools, as the global energy system transitions to an electrified, decentralized, clean, and efficient model.

Multiple assets and products in our energy system are reaching or have already reached a tipping point, as innovation and policy have led to cost-efficient and functional solutions like electric vehicles, heat pumps, or renewable energy. While we have seen other technology-led transitions in history, markets still seem not to price the upcoming “green alpha” opportunity. LOIM’s Future Electrification strategy seeks to harness the momentum behind widespread efforts of economy-wide electrification, capitalizing on growing levels of policy support and increasing cost advantages to targeting strong returns for clients and meaningful progress in the net zero transition. 

The Future Electrification strategy follows a high-conviction stock selection process, to create a global equity portfolio of 40 to 50 holdings with a bias towards high-quality companies with sustainable financial models, business practices, and business models that support:

Future Electrification is the latest addition to Lombard Odier’s CLIC™ franchise, supporting progress toward net-zero while fostering regenerative and nature-positive economic foundations, focused on a circular, lean, inclusive, and clean economy. 

The strategy is managed by Paul Udall, Lead Portfolio Manager, who brings over two decades of experience managing high-conviction sustainability strategies. Paul is supported by Peter Burke-Smith, Junior Portfolio Manager, together with LOIM’s sustainability research and investment teams who provide robust, science-based forecasting and analysis.