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IEM's two decades of experience of investing in sustainability position it at the forefront of the burgeoning ESG investing industry. The investment company has delivered strong long-term returns, and despite a difficult year which has seen a softening of valuations among the growth-oriented companies in which it invests, its exposure to the secular trends supporting global Net Zero obligations should see its investee companies deliver significant earnings growth over the coming years.
In this interview, co-manager Fotis Chatzimichalakis speaks with John Hughman about how the trust is positioned to take advantage of the sizeable opportunities in sustainable investing; how it defines its investment universe and its approach to stock selection; and how digital technologies are driving efficiency improvements and carbon reduction across numerous industries. The company is held in a number of our portfolios.
By John HughmanIEM's two decades of experience of investing in sustainability position it at the forefront of the burgeoning ESG investing industry. The investment company has delivered strong long-term returns, and despite a difficult year which has seen a softening of valuations among the growth-oriented companies in which it invests, its exposure to the secular trends supporting global Net Zero obligations should see its investee companies deliver significant earnings growth over the coming years.
In this interview, co-manager Fotis Chatzimichalakis speaks with John Hughman about how the trust is positioned to take advantage of the sizeable opportunities in sustainable investing; how it defines its investment universe and its approach to stock selection; and how digital technologies are driving efficiency improvements and carbon reduction across numerous industries. The company is held in a number of our portfolios.