About us


Megatrends are shaping the world around us, influencing decision making and changing the demands placed on our economy and services.

Identifying the potential for change is a key driver of our investment decision-making – from the businesses, sectors and countries we invest in, to the way we go about finding opportunities. We like to identify investments that benefit from one or more megatrends, providing a supportive environment for long-term sustainable business growth and returns to shareholders.

These trends are often consistent with widely recognised sustainability issues, including climate change and the circular economy.


Investment theme

Our portfolio

Sustainable transition – low carbon and circular economy

  • Renewable energy generation

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  • Electrification/energy transition

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  • Shared resources

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  • Waste treatment and recycling

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Digitalisation and technology disruption

  • Automation and digital operations

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  • Increasing connectivity

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Demographic change

  • Demand for healthcare

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  • Global trade and transport

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