RankiaPro Breakfast with professionals in Luxembourg All the strategies presented
14 NOV, 2024
Below is an overview of the investment strategies presented during the event:
Global Leaders Strategy - Brown Advisory (Amchor Investment Strategies)
- Presenter: Susanne Linhardt, Investment Director
The Global Leaders Strategy by Brown Advisory aims to deliver consistent, long-term capital appreciation by investing in a concentrated portfolio of high-quality global companies with strong market leadership and consistent growth potential. This strategy follows a disciplined, bottom-up investment approach, focusing on businesses with sustainable competitive advantages, strong free cash flow generation, and high returns on invested capital (ROIC). With a long-term investment horizon, the strategy selects around 30-40 companies, prioritizing those with high and sustainable ROIC, exceptional customer outcomes, and underappreciated value. Investment selection is complemented by a capital allocation process that includes implementation of behavioral analysis into the investment process to overcome these heuristics and biases.
The strategy incorporates a Sustainable Business Advantage (SBA) framework that assesses each company’s effect on all stakeholders, including employees, customers, and the environment. It actively avoids companies that do not align with its sustainability-linked investment criteria. The strategy’s performance reflects Brown Advisory's commitment to creating value through both financial and ESG lenses, with a robust process that integrates fundamental and sustainable research.
With an annualized alpha of 2.4% and an active share of 91%, the Global Leaders Strategy is designed for investors seeking high-conviction, sustainable equity investments. This approach leverages Brown Advisory's extensive research and engagement with portfolio companies to drive long-term, risk-adjusted returns.
Commodities Strategy - Global X ETFs
- Presenter: Roberta Caselli, Commodities Strategy & Research
Global X ETFs has developed a suite of funds that offers investors to targeted exposure to commodities central to the global shift towards cleaner, more sustainable energy. Focusing on metals and resources essential for future energy infrastructure, these ETFs enable investors to participate in the growth potential of industries aligned with the energy transition. The following three funds—Copper Miners, Silver Miners, and Uranium ETFs—highlight strategic areas of investment in commodities crucial for emerging technologies and sustainable power sources.
- Copper Miners UCITS ETF (COPX LN): A fund aiming to capture a diversified basket of global copper mining companies supplying the critical materials underpinning the global energy transition.
- Silver Miners UCITS ETF (SILV LN): A fund focused on investing in pure-play silver mining companies that generate substantial revenues through mining, exploration, and refining activities.
- Uranium UCITS ETF (URNU LN): A fund investing in companies involved in uranium mining and the production of components for nuclear energy—a vital, low-emission energy source in the shift from fossil fuels to renewables.
Trium ESG Emissions Improvers Fund - Trium Capital
- Presenter: Harry Thomas, Co-Portfolio Manager
The Trium ESG Emissions Improvers Fund is a market-neutral, UCITS-compliant fund that combines an equity long/short strategy with a strong focus on climate transition, particularly in emissions reduction. The fund targets high-emitting sectors such as energy, chemicals, mining, agriculture, construction, utilities, industrials, and transportation, which collectively represent around 90% of listed emissions, focusing primarily on companies in Europe and North America. The objective is to seek to deliver absolute returns by engaging with companies that have the potential to improve their environmental performance, specifically in reducing greenhouse gas (GHG) emissions.
Through active engagement, the fund identifies companies underrepresented in other ESG funds but which demonstrate a capacity to implement positive environmental changes. The investment team collaborates directly with portfolio companies to encourage decarbonisation, aiming to foster meaningful emissions improvements over time.
With a low correlation to the majority of ESG products and targeting 6-8% annualized returns with volatility in the same range, this fund provides a blend of financial and environmental performance. Designed for investors seeking alpha generation alongside measurable ESG outcomes, the Trium ESG Emissions Improvers Fund leverages the Investment Team’s sector expertise to offer a differentiated approach in the alternatives space.
