Resource Efficiency

Rapid growth in the global population combined with increasing wealth in emerging economies is placing a higher strain on a finite resource base, driving the need for more efficient consumption and production as well as expanding the resource base through new solutions. The Nordic countries have a strong base of companies focused on addressing these problems, particularly in the food production, circular economy, infrastructure, and waste and recycling segments.

The Nordic countries have also historically been leaders in energy efficiency technology, due to the presence of a large traditional energy industry and a population that care about environmental conservation. This has created a thriving universe of SMEs active in the sector.

MEGATRENDS

  • Resource Scarcity
  • Population Growth
  • Energy Efficiency & Climate Change
Aqua

Resource Efficiency

Rapid growth in the global population combined with increasing wealth in emerging economies is placing a higher strain on a finite resource base, driving the need for increasingly efficient production of food, energy and materials. The Nordic countries have a strong base of companies focused on addressing these problems, particularly in the food production, waste and recycling segments.

The Nordic countries have also historically been leaders in energy efficiency technology, due to the presence of a large traditional
energy industry and a strong political opinion in favor of environmental protection. This has created a thriving universe of SMEs active in the sector.

MEGATRENDS

  • Resource Scarcity
  • Population Growth
  • Energy Efficiency & Climate Change

Investment Strategy

Within Resource Efficiency,  Summa focuses on five segments that help solve the world’s resource efficiency problems: Aquaculture and agritech, recycling, circular economy, energy efficiency, and water treatment and infrastructure.

All five of these tackle different problems that need to be solved, including the need for sustainable food production, more efficient handling of waste and reduction of CO2 emissions.

SDG 2
SDG 3
SDG 6
SDG 7
SDG 9
SDG 11
SDG 12
SDG 13
SDG 15

Focus

Aquaculture

Problem

In a world with strong population growth, the demand for food production increases at a critical rate. There is also a need for reducing greenhouse gas emissions from food production.

Solution

Aquaculture has potential to help increase the efficiency of food production and to ensure good health and well-being due to high protein quality and Omega 3 content, while having a low environmental footprint.

Investment Thesis

Three main trends drive the demand for seafood: an increasing population, focus on sustainable food production and the trend towards healthy eating.

SDG Alignment
SDG 2
SDG 3
SDG 12
SDG 13
SDG 14
Portfolio example

Milarex

Focus

Recycling

Problem

Today’s consumption pattern creates more than 2 billion tons of waste each year globally. Much of this waste ends up either in landfills, in nature or in the ocean, thereby polluting the world’s natural habitats.

Solution

Recycling of materials such as metals, plastic and wood ensures that less material ends up in landfills or in nature, possibly polluting natural habitats, and reduces the strain on finite resources.

Investment Thesis

Increased urbanization and focus on sustainability, in combination with higher standards of living, create a growing push towards taking better care of waste.

SDG Alignment
SDG 11
SDG 12
SDG 13
Portfolio example

Sortera

Norsk Gjenvinning

Focus

Circular economy

Problem

Global waste levels are expected to grow by 70% over the next 30 years unless urgent action is taken.

Solution

Contrary to recycling, circular economy enables direct reuse of products, thus reducing the amount of processing that recycling requires.

Investment Thesis

Sustainability focus and potential economic benefits have led to circularity being placed in the spotlight – with an increased desire for better care, reuse and upcycling of products.

SDG Alignment
SDG 11
SDG 12
SDG 13
Portfolio example

Egain Group

Focus

Energy efficiency

Problem

With an increasing population and a growing middle class, the reduction of greenhouse gas emissions requires decarbonization and more effective use of the world’s energy sources.

Solution

By providing tools that promote sustainable consumption of energy, the sector helps reduce a company’s total carbon footprint.

Investment Thesis

Population growth, urbanization and a growing middle class drives demand for energy, which combined with climate focus generates a push towards energy efficiency.

SDG Alignment
SDG 7
SDG 13
Portfolio example

Egain Group

Focus

Water treatment and infrastructure

Problem

Water is essential for human life, and water shortage represents one of the most important challenges to the world’s population.

Solution

Companies providing solutions for water treatment and infrastructure services help provide access to clean water and sanitation.

Investment Thesis

Growth in this sector is supported by five underlying drivers: population growth, economic growth, urbanization, focus on sustainability and water shortage for large geographic areas.

SDG Alignment
SDG 6
SDG 9
SDG 11
Portfolio example

Lakers Group