We invest to make change

Our strategy

We see an uncertain world in the light of certainties

The world faces several global challenges, like stagnating financial growth, climate change, social inequalities, and a polarized political landscape. In all this uncertainty, we chose to focus on the certainties:

The world population has hit 8 billion counting to 10 billion by 2050. We are living longer, and we will see more migration. We need new and sustainable sources of energy, and we must take better care of our resources, as well as of the planet. And finally, technical advances permeate almost all aspects of society.

We see these certainties and challenges as the best opportunities to invest in.

Investment themes

Companies that are solving some of our global challenges represent antifragility. They do well when markets are stable, but they will also often see increased demand for their services in times of crisis. We therefore focus on companies in industries supported by megatrends within four specific themes.

  • Circularity

    Companies that adopt circular economy principles can thrive by rethinking product design, recycling materials, and minimizing waste. This approach creates sustainable value and reduces environmental impact.

    Read more

  • Sustainable Food

    The demand for sustainable food solutions is rising. Companies focusing on innovative farming, plant-based alternatives, and reducing food waste can meet this need and contribute to a healthier planet.

    Read more

  • Energy Transition

    The shift towards renewable energy sources is crucial to combat climate change. Businesses investing in clean energy technologies can reduce carbon emissions and tap into a growing market.

    Read more

  • Tech-Enabled Resilience

    Technology is essential to tackle global cyber security and data privacy concerns. The right tech ensures regulatory compliance and prevents cybercrime, fraudulent transactions, and money laundering.

    Read more

Our funds

We believe in the power of investing to drive positive change in the world. That’s why we focus on impact investing, directing our funds towards companies that generate financial returns, and make a measurable and meaningful impact on social and environmental issues.